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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Mindset Wealth Management sold out of Humana (HUM) in Q1 2026, closing a stake of 857 shares — an estimated $220K sold.

Mindset Wealth Management first reported a position in HUM in Q3 2024 and held it in 5 quarters. The position peaked at $236K in Q3 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Mindset Wealth Management reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
Mindset Wealth Management sold 857 Humana shares in Q1 2026, an estimated $220K.
Mindset Wealth Management first reported a position in Humana in Q3 2024 and held it in 5 quarters.
Mindset Wealth Management's Humana position peaked at $236K in Q3 2024.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.