Howe & Rusling’s Humana HUM Stock Holding History

Howe & Rusling’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+528	New	+$150K	0.01%	308
2024 Q4	–	Sell	-634	Closed	-$201K	–	429
2024 Q3	$201K	Buy	634 +15	+2%	+$5.34K	0.02%	249
2024 Q2	$231K	Buy	619 +13	+2%	+$4.39K	0.02%	221
2024 Q1	$210K	Sell	606 -455	-43%	-$172K	0.02%	244
2023 Q4	$486K	Buy	1,061 +13	+1%	+$6.41K	0.05%	142
2023 Q3	$510K	Buy	1,048 +4	+0.4%	+$1.88K	0.06%	126
2023 Q2	$467K	Sell	1,044 -2	-0.2%	-$1.01K	0.05%	142
2023 Q1	$508K	Sell	1,046 -5	-0.5%	-$2.47K	0.06%	133
2022 Q4	$538K	Buy	1,051 +995	+1,777%	+$523K	0.07%	126
2022 Q3	$27K	Buy	56 +1	+2%	+$486	﹤0.01%	388
2022 Q2	$26K	Buy	55 +25	+83%	+$11.1K	﹤0.01%	391
2022 Q1	$13K	Buy	30 +8	+36%	+$3.35K	﹤0.01%	489
2021 Q4	$10K	Hold	22	–	–	﹤0.01%	538
2021 Q3	$9K	Hold	22	–	–	﹤0.01%	530
2021 Q2	$10K	Sell	22 -1	-4%	-$437	﹤0.01%	493
2021 Q1	$10K	Sell	23 -3	-12%	-$1.2K	﹤0.01%	492
2020 Q4	$11K	Buy	26 +17	+189%	+$7.07K	﹤0.01%	477
2020 Q3	$4K	Buy	9 +1	+13%	+$402	﹤0.01%	596
2020 Q2	$3K	Sell	8 -2	-20%	-$748	﹤0.01%	609
2020 Q1	$3K	Sell	10 -54	-84%	-$18.2K	﹤0.01%	570
2019 Q4	$23K	Hold	64	–	–	﹤0.01%	363
2019 Q3	$16K	Buy	64 +7	+12%	+$1.96K	﹤0.01%	411
2019 Q2	$15K	Buy	57 +4	+8%	+$1.01K	﹤0.01%	400
2019 Q1	$14K	Sell	53 -2	-4%	-$576	﹤0.01%	407
2018 Q4	$16K	Sell	55 -16	-23%	-$5.07K	﹤0.01%	378
2018 Q3	$24K	Hold	71	–	–	﹤0.01%	367
2018 Q2	$21K	Hold	71	–	–	﹤0.01%	353
2018 Q1	$19K	Sell	71 -17	-19%	-$4.6K	﹤0.01%	399
2017 Q4	$22K	Hold	88	–	–	﹤0.01%	378
2017 Q3	$21K	Buy	+88	New	+$21.6K	﹤0.01%	376
2016 Q4	–	Sell	-21	Closed	-$4K	–	1050
2016 Q3	$4K	Hold	21	–	–	﹤0.01%	714
2016 Q2	$4K	Hold	21	–	–	﹤0.01%	677
2016 Q1	$4K	Hold	21	–	–	﹤0.01%	709
2015 Q4	$4K	Hold	21	–	–	﹤0.01%	670
2015 Q3	$4K	Sell	21 -35	-63%	-$6.47K	﹤0.01%	670
2015 Q2	$11K	Buy	56 +10	+22%	+$1.86K	﹤0.01%	501
2015 Q1	$8K	Sell	46 -12	-21%	-$1.9K	﹤0.01%	526
2014 Q4	$8K	Hold	58	–	–	﹤0.01%	538
2014 Q3	$8K	Hold	58	–	–	﹤0.01%	523
2014 Q2	$7K	Sell	58 -1,120	-95%	-$133K	﹤0.01%	556
2014 Q1	$133K	Buy	1,178 +1,112	+1,685%	+$116K	0.03%	181
2013 Q4	$7K	Sell	66 -1,232	-95%	-$121K	﹤0.01%	540
2013 Q3	$122K	Sell	1,298 -176	-12%	-$16.1K	0.04%	179
2013 Q2	$124K	Buy	+1,474	New	+$116K	0.03%	198

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's HUM Position: Q2 2026 in Review

Howe & Rusling opened a new position in Humana (HUM) in Q2 2026: 528 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in HUM as recently as Q3 2024.

Howe & Rusling first reported a position in HUM in Q2 2013 and has held it in 44 quarters since. The position peaked at $538K in Q4 2022. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Howe & Rusling held 528 shares of Humana worth $210K as of Q2 2026.
Humana was a new Howe & Rusling position in Q2 2026.
Humana made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #308 holding.
Howe & Rusling first reported a position in Humana in Q2 2013 and has held it in 44 quarters since.
Howe & Rusling's Humana position peaked at $538K in Q4 2022.
928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.