Ninety One (UK)’s Humana HUM Stock Holding History

Ninety One (UK)’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	-112,501	Closed	-$28.8M	–	251
2025 Q4	$28.8M	Buy	112,501 +40,958	+57%	+$10.7M	0.06%	118
2025 Q3	$18.6M	Buy	+71,543	New	+$18.8M	0.04%	144

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

Ninety One (UK)'s HUM Position: Q1 2026 in Review

Ninety One (UK) sold out of Humana (HUM) in Q1 2026, closing a stake of 112,501 shares — an estimated $28.8M sold.

Ninety One (UK) first reported a position in HUM in Q3 2025 and held it in 2 quarters. The position peaked at $28.8M in Q4 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Ninety One (UK) reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
Ninety One (UK) sold 112,501 Humana shares in Q1 2026, an estimated $28.8M.
Ninety One (UK) first reported a position in Humana in Q3 2025 and held it in 2 quarters.
Ninety One (UK)'s Humana position peaked at $28.8M in Q4 2025.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Ninety One (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.