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NewEdge Wealth’s Humana HUM Stock Holding History

NewEdge 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
Q1 		– Sell
-1,525
Closed -$391K – 1205
2025
Q4 		$391K Buy
+1,525
New +$400K ﹤0.01% 929
2024
Q4 		– Sell
-4,011
Closed -$1.27M – 938
2024
Q3 		$1.27M Buy
+4,011
New +$1.43M 0.02% 428
2022
Q3 		– Sell
-1,361
Closed -$637K – 561
2022
Q2 		$637K Buy
1,361
+534
+65% +$238K 0.03% 349
2022
Q1 		$360K Buy
827
+9
+1% +$3.77K 0.02% 341
2021
Q4 		$379K Buy
818
+1
+0.1% +$443 0.02% 318
2021
Q3 		$318K Buy
817
+2
+0.2% +$849 0.02% 242
2021
Q2 		$361K Buy
815
+1
+0.1% +$437 0.03% 229
2021
Q1 		$341K Buy
+814
New +$325K 0.03% 246

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

NewEdge Wealth's HUM Position: Q1 2026 in Review

NewEdge Wealth sold out of Humana (HUM) in Q1 2026, closing a stake of 1,525 shares — an estimated $391K sold.

NewEdge Wealth first reported a position in HUM in Q1 2021 and held it in 8 quarters. The position peaked at $1.27M in Q3 2024. 786 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • NewEdge Wealth reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,525 Humana shares in Q1 2026, an estimated $391K.
  • NewEdge Wealth first reported a position in Humana in Q1 2021 and held it in 8 quarters.
  • NewEdge Wealth's Humana position peaked at $1.27M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.