Morton Brown Family Wealth’s Humana HUM Stock Holding History

Morton Brown Family Wealth’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	$4.77K	Buy	12 +2	+20%	+$569	﹤0.01%	230
2026 Q1	$1.73K	Hold	10	–	–	﹤0.01%	256
2025 Q4	$2.56K	Hold	10	–	–	﹤0.01%	247
2025 Q3	$2.6K	Hold	10	–	–	﹤0.01%	235
2025 Q2	$2.44K	Hold	10	–	–	﹤0.01%	266
2025 Q1	$2.65K	Hold	10	–	–	﹤0.01%	265
2024 Q4	$2.54K	Hold	10	–	–	﹤0.01%	224
2024 Q3	$3.17K	Hold	10	–	–	﹤0.01%	209
2024 Q2	$3.89K	Hold	10	–	–	﹤0.01%	180
2024 Q1	$3.47K	Hold	10	–	–	﹤0.01%	181
2023 Q4	$4.58K	Hold	10	–	–	﹤0.01%	214
2023 Q3	$4.87K	Hold	10	–	–	﹤0.01%	151
2023 Q2	$4.47K	Sell	10 -4	-29%	-$2.01K	﹤0.01%	145
2023 Q1	$6.8K	Buy	14 +4	+40%	+$1.98K	﹤0.01%	150
2022 Q4	$5.12K	Hold	10	–	–	﹤0.01%	134
2022 Q3	$5K	Hold	10	–	–	﹤0.01%	144
2022 Q2	$5K	Buy	+10	New	+$4.45K	﹤0.01%	151

Other funds holding HUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Morton Brown Family Wealth's HUM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Humana (HUM) stake by 20% in Q2 2026, buying an estimated $569 and bringing the position to 12 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Morton Brown Family Wealth first reported a position in HUM in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.8K in Q1 2023. 215 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Morton Brown Family Wealth held 12 shares of Humana worth $4.77K as of Q2 2026.
Morton Brown Family Wealth bought 2 Humana shares in Q2 2026, an estimated $569.
Humana made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #230 holding.
Morton Brown Family Wealth first reported a position in Humana in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's Humana position peaked at $6.8K in Q1 2023.
215 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.