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Kerr Financial Planning’s Humana HUM Stock Holding History

Kerr Financial Planning’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 		$6.86K Hold
18
– – 0.01% 408
2026
Q1 		$4.01K Buy
18
+1
+6% +$205 ﹤0.01% 430
2025
Q4 		$3.29K Hold
17
– – ﹤0.01% 432
2025
Q3 		$4.03K Buy
+17
New +$4.47K 0.01% 431

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

Kerr Financial Planning's HUM Position: Q2 2026 in Review

Kerr Financial Planning held its Humana (HUM) position steady in Q2 2026 at 18 shares worth $6.86K. The position accounts for 0.01% of the portfolio, ranked #408.

Kerr Financial Planning first reported a position in HUM in Q3 2025 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Kerr Financial Planning held 18 shares of Humana worth $6.86K as of Q2 2026.
  • Kerr Financial Planning left its Humana share count unchanged in Q2 2026.
  • Humana made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #408 holding.
  • Kerr Financial Planning first reported a position in Humana in Q3 2025 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.