IAA
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Independent Advisor Alliance’s Humana HUM Stock Holding History

Independent Advisor Alliance’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 		$876K Buy
2,205
+195
+10% +$55.5K 0.02% 501
2026
Q1 		$349K Sell
2,010
-117
-6% -$24K ﹤0.01% 1262
2025
Q4 		$545K Sell
2,127
-419
-16% -$110K 0.01% 623
2025
Q3 		$662K Buy
2,546
+495
+24% +$130K 0.02% 542
2025
Q2 		$501K Sell
2,051
-183
-8% -$45.6K 0.01% 587
2025
Q1 		$591K Sell
2,234
-104
-4% -$28.1K 0.02% 487
2024
Q4 		$593K Buy
2,338
+197
+9% +$52.8K 0.01% 898
2024
Q3 		$678K Buy
2,141
+869
+68% +$309K 0.02% 397
2024
Q2 		$475K Buy
1,272
+40
+3% +$13.5K 0.02% 478
2024
Q1 		$427K Sell
1,232
-148
-11% -$56.1K 0.02% 488
2023
Q4 		$632K Buy
1,380
+1
+0.1% +$493 0.02% 392
2023
Q3 		$671K Buy
1,379
+67
+5% +$31.5K 0.03% 356
2023
Q2 		$587K Sell
1,312
-37
-3% -$18.6K 0.03% 398
2023
Q1 		$655K Buy
+1,349
New +$667K 0.03% 365
2022
Q4 		– Sell
-1,382
Closed -$671K – 514
2022
Q3 		$671K Sell
1,382
-40
-3% -$19.5K 0.04% 310
2022
Q2 		$666K Buy
1,422
+113
+9% +$50.3K 0.04% 323
2022
Q1 		$570K Buy
1,309
+140
+12% +$58.6K 0.03% 367
2021
Q4 		$542K Sell
1,169
-30
-3% -$13.3K 0.03% 377
2021
Q3 		$467K Sell
1,199
-583
-33% -$247K 0.03% 399
2021
Q2 		$789K Sell
1,782
-47
-3% -$20.5K 0.04% 308
2021
Q1 		$767K Buy
1,829
+513
+39% +$205K 0.05% 294
2020
Q4 		$540K Sell
1,316
-52
-4% -$21.6K 0.04% 328
2020
Q3 		$566K Buy
1,368
+63
+5% +$25.3K 0.04% 262
2020
Q2 		$506K Sell
1,305
-236
-15% -$88.3K 0.05% 269
2020
Q1 		$484K Buy
+1,541
New +$520K 0.07% 219
2019
Q1 		– Sell
-724
Closed -$207K – 454
2018
Q4 		$207K Buy
+724
New +$230K 0.04% 365

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's HUM Position: Q2 2026 in Review

Independent Advisor Alliance increased its Humana (HUM) stake by 9.7% in Q2 2026, buying an estimated $55.5K and bringing the position to 2,205 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #501.

Independent Advisor Alliance first reported a position in HUM in Q4 2018 and has held it in 26 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Independent Advisor Alliance held 2,205 shares of Humana worth $876K as of Q2 2026.
  • Independent Advisor Alliance bought 195 Humana shares in Q2 2026, an estimated $55.5K.
  • Humana made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #501 holding.
  • Independent Advisor Alliance first reported a position in Humana in Q4 2018 and has held it in 26 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.