IWC
HUM icon

Integrated Wealth Concepts’s Humana HUM Stock Holding History

Integrated Wealth Concepts’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 		$456K Buy
+1,148
New +$327K ﹤0.01% 1828
2025
Q4 		– Sell
-1,843
Closed -$480K – 1815
2025
Q3 		$480K Sell
1,843
-169
-8% -$44.4K ﹤0.01% 1369
2025
Q2 		$492K Buy
+2,012
New +$502K ﹤0.01% 1284
2024
Q4 		– Sell
-1,609
Closed -$510K – 1749
2024
Q3 		$510K Sell
1,609
-27
-2% -$9.61K 0.01% 1073
2024
Q2 		$611K Sell
1,636
-827
-34% -$279K 0.01% 970
2024
Q1 		$854K Buy
2,463
+1,362
+124% +$516K 0.01% 827
2023
Q4 		$504K Sell
1,101
-10
-0.9% -$4.93K 0.01% 1000
2023
Q3 		$541K Buy
1,111
+163
+17% +$76.6K 0.01% 953
2023
Q2 		$424K Buy
+948
New +$477K 0.01% 1057

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's HUM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Humana (HUM) in Q2 2026: 1,148 shares worth $456K. The stake represents ﹤0.01% of the portfolio and ranks #1828 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HUM as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in HUM in Q2 2023 and has held it in 9 quarters since. The position peaked at $854K in Q1 2024. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Integrated Wealth Concepts held 1,148 shares of Humana worth $456K as of Q2 2026.
  • Humana was a new Integrated Wealth Concepts position in Q2 2026.
  • Humana made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1828 holding.
  • Integrated Wealth Concepts first reported a position in Humana in Q2 2023 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's Humana position peaked at $854K in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.