Lorne Steinberg Wealth Management’s Humana HUM Stock Holding History

Lorne Steinberg Wealth Management’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	$318K	Buy	+800	New	+$228K	0.07%	66
2026 Q1	–	Sell	-800	Closed	-$205K	–	74
2025 Q4	$205K	Hold	800	–	–	0.05%	71
2025 Q3	$208K	Buy	+800	New	+$210K	0.05%	69
2025 Q2	–	Sell	-800	Closed	-$212K	–	71
2025 Q1	$212K	Hold	800	–	–	0.06%	67
2024 Q4	$203K	Hold	800	–	–	0.06%	70
2024 Q3	$253K	Hold	800	–	–	0.07%	66
2024 Q2	$299K	Hold	800	–	–	0.1%	64
2024 Q1	$277K	Hold	800	–	–	0.09%	67
2023 Q4	$366K	Hold	800	–	–	0.12%	63
2023 Q3	$389K	Hold	800	–	–	0.15%	61
2023 Q2	$358K	Hold	800	–	–	0.13%	59
2023 Q1	$388K	Hold	800	–	–	0.16%	58
2022 Q4	$410K	Buy	+800	New	+$420K	0.18%	60
2022 Q3	–	Sell	-800	Closed	-$374K	–	64
2022 Q2	$374K	Hold	800	–	–	0.18%	57
2022 Q1	$348K	Sell	800 -200	-20%	-$83.7K	0.16%	54
2021 Q4	$464K	Hold	1,000	–	–	0.2%	50
2021 Q3	$389K	Hold	1,000	–	–	0.19%	54
2021 Q2	$443K	Hold	1,000	–	–	0.22%	50
2021 Q1	$419K	Hold	1,000	–	–	0.22%	51
2020 Q4	$412K	Buy	+1,000	New	+$416K	0.26%	51

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

Lorne Steinberg Wealth Management's HUM Position: Q2 2026 in Review

Lorne Steinberg Wealth Management opened a new position in Humana (HUM) in Q2 2026: 800 shares worth $318K. The stake represents 0.07% of the portfolio and ranks #66 among its holdings. This is a return to the name: Lorne Steinberg Wealth Management previously reported a position in HUM as recently as Q4 2025.

Lorne Steinberg Wealth Management first reported a position in HUM in Q4 2020 and has held it in 20 quarters since. The position peaked at $464K in Q4 2021. 923 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Lorne Steinberg Wealth Management held 800 shares of Humana worth $318K as of Q2 2026.
Humana was a new Lorne Steinberg Wealth Management position in Q2 2026.
Humana made up 0.07% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #66 holding.
Lorne Steinberg Wealth Management first reported a position in Humana in Q4 2020 and has held it in 20 quarters since.
Lorne Steinberg Wealth Management's Humana position peaked at $464K in Q4 2021.
923 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.