IWM
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IHT Wealth Management’s Humana HUM Stock Holding History

IHT Wealth Management’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
Q1 		$716K Sell
4,127
-525
-11% -$108K 0.02% 695
2025
Q4 		$1.19M Buy
4,652
+493
+12% +$129K 0.03% 493
2025
Q3 		$1.08M Buy
4,159
+2,743
+194% +$721K 0.03% 506
2025
Q2 		$346K Buy
1,416
+643
+83% +$160K 0.01% 827
2025
Q1 		$205K Buy
+773
New +$209K 0.01% 1028
2024
Q4 		– Sell
-1,082
Closed -$334K – 1136
2024
Q3 		$334K Buy
1,082
+299
+38% +$106K 0.01% 871
2024
Q2 		$292K Sell
783
-137
-15% -$46.3K 0.01% 808
2024
Q1 		$319K Buy
920
+18
+2% +$6.82K 0.01% 779
2023
Q4 		$413K Buy
902
+254
+39% +$125K 0.02% 663
2023
Q3 		$315K Buy
648
+174
+37% +$81.8K 0.02% 713
2023
Q2 		$212K Buy
+474
New +$239K 0.01% 861
2018
Q2 		– Sell
-109
Closed -$31K – 841
2018
Q1 		$31K Sell
109
-7
-6% -$1.9K 0.01% 830
2017
Q4 		$30K Buy
116
+6
+5% +$1.48K 0.01% 855
2017
Q3 		$26K Buy
110
+24
+28% +$5.88K 0.01% 694
2017
Q2 		$43 Buy
86
+11
+15% +$2.49K 0.02% 543
2017
Q1 		$16K Hold
75
– – 0.01% 709
2016
Q4 		$15K Buy
+75
New +$14.3K 0.01% 712

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

IHT Wealth Management's HUM Position: Q1 2026 in Review

IHT Wealth Management reduced its Humana (HUM) stake by 11% in Q1 2026, selling an estimated $108K and leaving 4,127 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #695.

IHT Wealth Management first reported a position in HUM in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • IHT Wealth Management held 4,127 shares of Humana worth $716K as of Q1 2026.
  • IHT Wealth Management sold 525 Humana shares in Q1 2026, an estimated $108K.
  • Humana made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #695 holding.
  • IHT Wealth Management first reported a position in Humana in Q4 2016 and has held it in 17 quarters since.
  • IHT Wealth Management's Humana position peaked at $1.19M in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.