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Institute for Wealth Management’s Humana HUM Stock Holding History

Institute for 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
Q2 		$2.78K Buy
+7
New +$1.99K ﹤0.01% 1543
2024
Q4 		– Sell
-777
Closed -$246K – 536
2024
Q3 		$246K Buy
+777
New +$277K 0.03% 468

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

Institute for Wealth Management's HUM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Humana (HUM) in Q2 2026: 7 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HUM as recently as Q3 2024.

Institute for Wealth Management first reported a position in HUM in Q3 2024 and has held it in 2 quarters since. The position peaked at $246K in Q3 2024. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Institute for Wealth Management held 7 shares of Humana worth $2.78K as of Q2 2026.
  • Humana was a new Institute for Wealth Management position in Q2 2026.
  • Humana made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1543 holding.
  • Institute for Wealth Management first reported a position in Humana in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Humana position peaked at $246K in Q3 2024.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.