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 Q2	$2.53M	Buy	6,380 +107	+2%	+$30.5K	0.1%	216
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's HUM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Humana (HUM) stake by 1.7% in Q2 2026, buying an estimated $30.5K and bringing the position to 6,380 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #216.

Kingswood Wealth Advisors first reported a position in HUM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.92M in Q3 2023. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Kingswood Wealth Advisors held 6,380 shares of Humana worth $2.53M as of Q2 2026.
Kingswood Wealth Advisors bought 107 Humana shares in Q2 2026, an estimated $30.5K.
Humana made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Kingswood Wealth Advisors first reported a position in Humana in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Humana position peaked at $3.92M in Q3 2023.
928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.