MFG
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Merit Financial Group’s Humana HUM Stock Holding History

Merit Financial Group’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 		$1.52M Buy
3,825
+178
+5% +$50.7K 0.01% 869
2026
Q1 		$632K Sell
3,647
-286
-7% -$58.6K ﹤0.01% 1231
2025
Q4 		$1.01M Sell
3,933
-881
-18% -$231K 0.01% 953
2025
Q3 		$1.25M Sell
4,814
-93
-2% -$24.5K 0.01% 749
2025
Q2 		$1.2M Sell
4,907
-3,151
-39% -$786K 0.01% 707
2025
Q1 		$2.13M Buy
8,058
+6,239
+343% +$1.69M 0.03% 404
2024
Q4 		$461K Buy
1,819
+259
+17% +$69.5K 0.01% 752
2024
Q3 		$494K Sell
1,560
-439
-22% -$156K 0.01% 558
2024
Q2 		$747K Buy
1,999
+27
+1% +$9.12K 0.02% 488
2024
Q1 		$632K Buy
1,972
+202
+11% +$76.6K 0.02% 515
2023
Q4 		$810K Buy
1,770
+37
+2% +$18.2K 0.02% 364
2023
Q3 		$843K Buy
1,733
+212
+14% +$99.6K 0.03% 354
2023
Q2 		$680K Buy
1,521
+72
+5% +$36.2K 0.02% 400
2023
Q1 		$703K Buy
1,449
+83
+6% +$41K 0.03% 335
2022
Q4 		$700K Buy
1,366
+262
+24% +$138K 0.03% 359
2022
Q3 		$536K Sell
1,104
-227
-17% -$110K 0.02% 347
2022
Q2 		$623K Buy
1,331
+14
+1% +$6.23K 0.02% 317
2022
Q1 		$573K Buy
1,317
+17
+1% +$7.11K 0.03% 219
2021
Q4 		$603K Hold
1,300
– – 0.06% 152
2021
Q3 		$506K Hold
1,300
– – 0.05% 156
2021
Q2 		$576K Hold
1,300
– – 0.05% 146
2021
Q1 		$545K Hold
1,300
– – 0.06% 144
2020
Q4 		$533K Sell
1,300
-21
-2% -$8.73K 0.05% 134
2020
Q3 		$547K Buy
1,321
+21
+2% +$8.45K 0.05% 131
2020
Q2 		$504K Hold
1,300
– – 0.05% 129
2020
Q1 		$408K Hold
1,300
– – 0.05% 140
2019
Q4 		$476K Buy
+1,300
New +$412K 0.04% 147

Other funds holding HUM

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Merit Financial Group's HUM Position: Q2 2026 in Review

Merit Financial Group increased its Humana (HUM) stake by 4.9% in Q2 2026, buying an estimated $50.7K and bringing the position to 3,825 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #869.

Merit Financial Group first reported a position in HUM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q1 2025. 117 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Merit Financial Group held 3,825 shares of Humana worth $1.52M as of Q2 2026.
  • Merit Financial Group bought 178 Humana shares in Q2 2026, an estimated $50.7K.
  • Humana made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #869 holding.
  • Merit Financial Group first reported a position in Humana in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Humana position peaked at $2.13M in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.