Modera Wealth Management
HUM icon

Modera Wealth Management’s Humana HUM Stock Holding History

Modera 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
Q3 		$279K Sell
731
-26
-3% -$10.1K ﹤0.01% 580
2026
Q2 		$301K Buy
+757
New +$216K ﹤0.01% 552
2026
Q1 		– Sell
-865
Closed -$221K – 648
2025
Q4 		$221K Buy
865
+5
+0.6% +$1.31K ﹤0.01% 603
2025
Q3 		$224K Sell
860
-41
-5% -$10.8K ﹤0.01% 611
2025
Q2 		$220K Buy
901
+32
+4% +$7.98K ﹤0.01% 604
2025
Q1 		$230K Buy
+869
New +$235K ﹤0.01% 569
2024
Q4 		– Sell
-693
Closed -$220K – 631
2024
Q3 		$220K Sell
693
-6
-0.9% -$2.14K ﹤0.01% 566
2024
Q2 		$261K Sell
699
-49
-7% -$16.5K ﹤0.01% 498
2024
Q1 		$259K Sell
748
-235
-24% -$89.1K ﹤0.01% 506
2023
Q4 		$450K Sell
983
-38
-4% -$18.7K 0.01% 392
2023
Q3 		$497K Sell
1,021
-37
-3% -$17.4K 0.01% 363
2023
Q2 		$473K Buy
1,058
+186
+21% +$93.6K 0.01% 390
2023
Q1 		$423K Sell
872
-232
-21% -$115K 0.02% 230
2022
Q4 		$565K Sell
1,104
-200
-15% -$105K 0.02% 196
2022
Q3 		$633K Sell
1,304
-333
-20% -$162K 0.03% 168
2022
Q2 		$766K Sell
1,637
-300
-15% -$133K 0.04% 163
2022
Q1 		$843K Sell
1,937
-1,387
-42% -$580K 0.04% 164
2021
Q4 		$1.54M Buy
3,324
+801
+32% +$354K 0.06% 132
2021
Q3 		$982K Sell
2,523
-435
-15% -$185K 0.05% 108
2021
Q2 		$1.31M Buy
+2,958
New +$1.29M 0.07% 90

Other funds holding HUM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Modera Wealth Management's HUM Position: Q3 2026 in Review

Modera Wealth Management reduced its Humana (HUM) stake by 3.4% in Q3 2026, selling an estimated $10.1K and leaving 731 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Modera Wealth Management first reported a position in HUM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2021. 673 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Modera Wealth Management held 731 shares of Humana worth $279K as of Q3 2026.
  • Modera Wealth Management sold 26 Humana shares in Q3 2026, an estimated $10.1K.
  • Humana made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #580 holding.
  • Modera Wealth Management first reported a position in Humana in Q2 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's Humana position peaked at $1.54M in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.