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Mowery & Schoenfeld Wealth Management’s Humana HUM Stock Holding History

Mowery & Schoenfeld 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
-15
Closed -$3.84K – 418
2025
Q4 		$3.84K Buy
+15
New +$3.93K 0.01% 354
2025
Q1 		– Sell
-19
Closed -$4.82K – 509
2024
Q4 		$4.82K Buy
+19
New +$5.1K 0.01% 309

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HUM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Humana (HUM) in Q1 2026, closing a stake of 15 shares — an estimated $3.84K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HUM in Q4 2024 and held it in 2 quarters. The position peaked at $4.82K in Q4 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Humana shares in Q1 2026, an estimated $3.84K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Humana in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Humana position peaked at $4.82K in Q4 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.