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Kingswood Wealth Advisors’s Humana HUM Stock Holding History

Kingswood Wealth Advisors’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 		$1.09M Sell
6,273
-167
-3% -$34.2K 0.05% 364
2025
Q4 		$1.65M Sell
6,440
-207
-3% -$54.3K 0.08% 250
2025
Q3 		$1.73M Sell
6,647
-1,489
-18% -$392K 0.1% 205
2025
Q2 		$1.99M Sell
8,136
-359
-4% -$89.5K 0.16% 141
2025
Q1 		$2.25M Sell
8,495
-884
-9% -$239K 0.21% 115
2024
Q4 		$2.38M Buy
9,379
+1,751
+23% +$470K 0.18% 124
2024
Q3 		$2.42M Buy
7,628
+48
+0.6% +$17.1K 0.17% 132
2024
Q2 		$2.83M Buy
7,580
+2,912
+62% +$983K 0.26% 84
2024
Q1 		$1.62M Sell
4,668
-3,336
-42% -$1.26M 0.19% 135
2023
Q4 		$3.66M Buy
8,004
+575
+8% +$283K 0.42% 45
2023
Q3 		$3.92M Buy
7,429
+2
+0% +$940 0.67% 29
2023
Q2 		$3.32M Buy
+7,427
New +$3.74M 1.06% 18

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

Kingswood Wealth Advisors's HUM Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Humana (HUM) stake by 2.6% in Q1 2026, selling an estimated $34.2K and leaving 6,273 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #364.

Kingswood Wealth Advisors first reported a position in HUM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.92M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Kingswood Wealth Advisors held 6,273 shares of Humana worth $1.09M as of Q1 2026.
  • Kingswood Wealth Advisors sold 167 Humana shares in Q1 2026, an estimated $34.2K.
  • Humana made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #364 holding.
  • Kingswood Wealth Advisors first reported a position in Humana in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Humana position peaked at $3.92M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.