MWM
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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
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 -$1.7K – 306
2019
Q2 		$1.7K Buy
+641
New +$163K 0.07% 224

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

Meridian Wealth Management's HUM Position: Q1 2026 in Review

Meridian Wealth Management reduced its Humana (HUM) stake by 49% in Q1 2026, selling an estimated $274K and leaving 1,368 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #710.

Meridian Wealth Management first reported a position in HUM in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.36M in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Meridian Wealth Management held 1,368 shares of Humana worth $237K as of Q1 2026.
  • Meridian Wealth Management sold 1,338 Humana shares in Q1 2026, an estimated $274K.
  • Humana made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #710 holding.
  • Meridian Wealth Management first reported a position in Humana in Q2 2019 and has held it in 26 quarters since.
  • Meridian Wealth Management's Humana position peaked at $3.36M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.