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Meridian Wealth Management’s Humana HUM Stock Holding History

Meridian 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 		$545K Buy
1,372
+4
+0.3% +$1.14K 0.02% 524
2026
Q1 		$237K Sell
1,368
-1,338
-49% -$274K 0.01% 710
2025
Q4 		$693K Sell
2,706
-5
-0.2% -$1.31K 0.02% 422
2025
Q3 		$705K Sell
2,711
-363
-12% -$95.5K 0.03% 404
2025
Q2 		$751K Sell
3,074
-5
-0.2% -$1.25K 0.03% 365
2025
Q1 		$815K Sell
3,079
-98
-3% -$26.5K 0.04% 322
2024
Q4 		$806K Sell
3,177
-209
-6% -$56.1K 0.04% 329
2024
Q3 		$1.07M Buy
+3,386
New +$1.21M 0.05% 271
2024
Q2 		– Sell
-3,458
Closed -$1.2M – 390
2024
Q1 		$1.2M Sell
3,458
-8
-0.2% -$3.03K 0.2% 84
2023
Q4 		$1.59M Sell
3,466
-3,446
-50% -$1.7M 0.1% 192
2023
Q3 		$3.36M Buy
6,912
+2,876
+71% +$1.35M 0.21% 102
2023
Q2 		$1.8M Buy
4,036
+9
+0.2% +$4.53K 0.15% 126
2023
Q1 		$1.95M Buy
4,027
+554
+16% +$274K 0.17% 126
2022
Q4 		$1.78M Buy
3,473
+25
+0.7% +$13.1K 0.17% 126
2022
Q3 		$1.67M Sell
3,448
-210
-6% -$102K 0.18% 122
2022
Q2 		$1.71M Buy
3,658
+2,632
+257% +$1.17M 0.14% 159
2022
Q1 		$446K Buy
1,026
+1
+0.1% +$418 0.05% 254
2021
Q4 		$476K Buy
1,025
+60
+6% +$26.6K 0.05% 250
2021
Q3 		$375K Buy
965
+1
+0.1% +$424 0.05% 271
2021
Q2 		$427K Buy
964
+5
+0.5% +$2.18K 0.05% 251
2021
Q1 		$402K Hold
959
– – 0.06% 244
2020
Q4 		$393K Buy
959
+116
+14% +$48.2K 0.06% 224
2020
Q3 		$348K Buy
843
+201
+31% +$80.8K 0.09% 173
2020
Q2 		$248K Hold
642
– – 0.08% 182
2020
Q1 		$201K Buy
642
+1
+0.2% +$337 0.09% 190
2019
Q4 		$235K Buy
+641
New +$203K 0.11% 178
2019
Q3 		– Sell
-641
Closed -$170K – 306
2019
Q2 		$170K Buy
+641
New +$163K 0.07% 224

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meridian Wealth Management's HUM Position: Q2 2026 in Review

Meridian Wealth Management increased its Humana (HUM) stake by 0.29% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,372 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #524.

Meridian Wealth Management first reported a position in HUM in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.36M in Q3 2023. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Meridian Wealth Management held 1,372 shares of Humana worth $545K as of Q2 2026.
  • Meridian Wealth Management bought 4 Humana shares in Q2 2026, an estimated $1.14K.
  • Humana made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Meridian Wealth Management first reported a position in Humana in Q2 2019 and has held it in 27 quarters since.
  • Meridian Wealth Management's Humana position peaked at $3.36M in Q3 2023.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.