Kestra Advisory Services
HUM icon

Kestra Advisory Services’s Humana HUM Stock Holding History

Kestra Advisory Services’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
Q3 		$646K Sell
1,692
-341
-17% -$133K ﹤0.01% 2286
2026
Q2 		$809K Buy
2,033
+246
+14% +$70K ﹤0.01% 1985
2026
Q1 		$310K Sell
1,787
-275
-13% -$56.4K ﹤0.01% 2593
2025
Q4 		$528K Buy
2,062
+6
+0.3% +$1.57K ﹤0.01% 2100
2025
Q3 		$535K Sell
2,056
-170
-8% -$44.7K ﹤0.01% 2013
2025
Q2 		$544K Buy
2,226
+1,170
+111% +$292K ﹤0.01% 1905
2025
Q1 		$279K Sell
1,056
-1,460
-58% -$395K ﹤0.01% 2215
2024
Q4 		$640K Sell
2,516
-31
-1% -$8.31K ﹤0.01% 1703
2024
Q3 		$807K Sell
2,547
-1,656
-39% -$589K ﹤0.01% 1459
2024
Q2 		$1.49M Buy
4,203
+57
+1% +$19.2K 0.01% 1115
2024
Q1 		$1.44M Buy
4,146
+775
+23% +$294K 0.01% 1028
2023
Q4 		$1.54M Sell
3,371
-171
-5% -$84.3K 0.01% 922
2023
Q3 		$1.72M Buy
3,542
+391
+12% +$184K 0.02% 743
2023
Q2 		$1.41M Sell
3,151
-601
-16% -$303K 0.01% 828
2023
Q1 		$1.82M Sell
3,752
-1,945
-34% -$961K 0.02% 685
2022
Q4 		$2.92M Buy
5,697
+1,153
+25% +$606K 0.03% 608
2022
Q3 		$2.2M Sell
4,544
-1,714
-27% -$834K 0.02% 635
2022
Q2 		$2.93M Buy
6,258
+2,283
+57% +$1.02M 0.03% 534
2022
Q1 		$1.73M Sell
3,975
-115
-3% -$48.1K 0.02% 724
2021
Q4 		$1.9M Sell
4,090
-1,033
-20% -$457K 0.02% 706
2021
Q3 		$1.99M Buy
5,123
+294
+6% +$125K 0.02% 713
2021
Q2 		$2.14M Buy
4,829
+103
+2% +$45K 0.02% 623
2021
Q1 		$1.98M Buy
4,726
+1,272
+37% +$508K 0.03% 603
2020
Q4 		$1.4M Buy
3,454
+3,416
+8,989% +$1.42M 0.02% 719
2020
Q3 		$1.14M Buy
+38
New +$15.3K 0.02% 582

Other funds holding HUM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's HUM Position: Q3 2026 in Review

Kestra Advisory Services reduced its Humana (HUM) stake by 17% in Q3 2026, selling an estimated $133K and leaving 1,692 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Kestra Advisory Services first reported a position in HUM in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.93M in Q2 2022. 659 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Kestra Advisory Services held 1,692 shares of Humana worth $646K as of Q3 2026.
  • Kestra Advisory Services sold 341 Humana shares in Q3 2026, an estimated $133K.
  • Humana made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2286 holding.
  • Kestra Advisory Services first reported a position in Humana in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Humana position peaked at $2.93M in Q2 2022.
  • 659 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.