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Kestra Private Wealth Services’s Humana HUM Stock Holding History

Kestra Private Wealth 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
Q1 		– Sell
-1,278
Closed -$327K – 1817
2025
Q4 		$327K Sell
1,278
-572
-31% -$150K ﹤0.01% 1383
2025
Q3 		$481K Sell
1,850
-166
-8% -$43.7K 0.01% 1121
2025
Q2 		$493K Sell
2,016
-632
-24% -$158K 0.01% 1046
2025
Q1 		$701K Buy
2,648
+105
+4% +$28.4K 0.01% 816
2024
Q4 		$645K Sell
2,543
-117
-4% -$31.4K 0.01% 816
2024
Q3 		$843K Buy
2,660
+1,454
+121% +$518K 0.02% 670
2024
Q2 		$451K Sell
1,206
-404
-25% -$136K 0.01% 877
2024
Q1 		$558K Sell
1,610
-273
-14% -$103K 0.01% 758
2023
Q4 		$862K Buy
1,883
+160
+9% +$78.9K 0.02% 560
2023
Q3 		$838K Sell
1,723
-97
-5% -$45.6K 0.03% 514
2023
Q2 		$814K Buy
1,820
+338
+23% +$170K 0.03% 491
2023
Q1 		$719K Buy
1,482
+280
+23% +$138K 0.03% 498
2022
Q4 		$616K Sell
1,202
-672
-36% -$353K 0.03% 473
2022
Q3 		$909K Sell
1,874
-390
-17% -$190K 0.05% 349
2022
Q2 		$1.06M Buy
2,264
+769
+51% +$342K 0.06% 337
2022
Q1 		$651K Sell
1,495
-319
-18% -$133K 0.03% 489
2021
Q4 		$841K Sell
1,814
-56
-3% -$24.8K 0.04% 434
2021
Q3 		$728K Buy
1,870
+393
+27% +$167K 0.04% 444
2021
Q2 		$654K Buy
1,477
+9
+0.6% +$3.93K 0.04% 443
2021
Q1 		$615K Buy
1,468
+124
+9% +$49.5K 0.04% 408
2020
Q4 		$546K Buy
1,344
+655
+95% +$272K 0.04% 418
2020
Q3 		$286K Buy
+689
New +$277K 0.02% 497

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Kestra Private Wealth Services's HUM Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Humana (HUM) in Q1 2026, closing a stake of 1,278 shares — an estimated $327K sold.

Kestra Private Wealth Services first reported a position in HUM in Q3 2020 and held it in 22 quarters. The position peaked at $1.06M in Q2 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,278 Humana shares in Q1 2026, an estimated $327K.
  • Kestra Private Wealth Services first reported a position in Humana in Q3 2020 and held it in 22 quarters.
  • Kestra Private Wealth Services's Humana position peaked at $1.06M in Q2 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.