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Loring Wolcott & Coolidge Fiduciary Advisors’s Humana HUM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$45.7K Hold
115
– – ﹤0.01% 443
2026
Q1 		$22.1K Hold
115
– – ﹤0.01% 482
2025
Q4 		$23.9K Sell
115
-50
-30% -$13.1K ﹤0.01% 464
2025
Q3 		$48.1K Hold
165
– – ﹤0.01% 430
2025
Q2 		$40.3K Hold
165
– – ﹤0.01% 404
2025
Q1 		$43.5K Hold
165
– – ﹤0.01% 386
2024
Q4 		$49.1K Hold
165
– – ﹤0.01% 390
2024
Q3 		$42.7K Hold
165
– – ﹤0.01% 399
2024
Q2 		$65.3K Hold
165
– – ﹤0.01% 369
2024
Q1 		$53.7K Hold
165
– – ﹤0.01% 390
2023
Q4 		$62.4K Buy
165
+50
+43% +$24.6K ﹤0.01% 384
2023
Q3 		$55.4K Hold
115
– – ﹤0.01% 411
2023
Q2 		$51.4K Hold
115
– – ﹤0.01% 422
2023
Q1 		$55.8K Hold
115
– – ﹤0.01% 396
2022
Q4 		$58.9K Hold
115
– – ﹤0.01% 386
2022
Q3 		$56K Hold
115
– – ﹤0.01% 396
2022
Q2 		$54K Hold
115
– – ﹤0.01% 415
2022
Q1 		$50K Hold
115
– – ﹤0.01% 439
2021
Q4 		$53K Sell
115
-39
-25% -$17.3K ﹤0.01% 457
2021
Q3 		$60K Sell
154
-8
-5% -$3.4K ﹤0.01% 442
2021
Q2 		$72K Buy
+162
New +$70.8K ﹤0.01% 439
2021
Q1 		– Sell
-150
Closed -$62K – 489
2020
Q4 		$62K Buy
+150
New +$62.4K ﹤0.01% 403
2019
Q3 		– Sell
-19
Closed -$5K – 700
2019
Q2 		$5K Buy
+19
New +$4.82K ﹤0.01% 611
2018
Q1 		– Sell
-5
Closed -$1K – 757
2017
Q4 		$1K Hold
5
– – ﹤0.01% 694
2017
Q3 		$1K Buy
+5
New +$1.23K ﹤0.01% 714

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HUM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Humana (HUM) position steady in Q2 2026 at 115 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HUM in Q3 2017 and has held it in 25 quarters since. The position peaked at $72K in Q2 2021. 483 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 115 shares of Humana worth $45.7K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Humana share count unchanged in Q2 2026.
  • Humana made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #443 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Humana in Q3 2017 and has held it in 25 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Humana position peaked at $72K in Q2 2021.
  • 483 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.