MWM
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Mindset Wealth Management’s Humana HUM Stock Holding History

Mindset 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 		$343K Buy
+864
New +$246K 0.07% 125
2026
Q1 		– Sell
-857
Closed -$220K – 185
2025
Q4 		$220K Buy
857
+2
+0.2% +$524 0.06% 163
2025
Q3 		$222K Sell
855
-32
-4% -$8.41K 0.06% 154
2025
Q2 		$217K Buy
887
+38
+4% +$9.47K 0.07% 140
2025
Q1 		$225K Buy
+849
New +$230K 0.09% 130
2024
Q4 		– Sell
-745
Closed -$236K – 142
2024
Q3 		$236K Buy
+745
New +$265K 0.1% 109

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 $3.37T 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
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

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

Mindset Wealth Management opened a new position in Humana (HUM) in Q2 2026: 864 shares worth $343K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Mindset Wealth Management previously reported a position in HUM as recently as Q4 2025.

Mindset Wealth Management first reported a position in HUM in Q3 2024 and has held it in 6 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Mindset Wealth Management held 864 shares of Humana worth $343K as of Q2 2026.
  • Humana was a new Mindset Wealth Management position in Q2 2026.
  • Humana made up 0.07% of Mindset Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Mindset Wealth Management first reported a position in Humana in Q3 2024 and has held it in 6 quarters since.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.