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Operose Advisors’s Humana HUM Stock Holding History

Operose Advisors’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 		– Sell
-769
Closed -$133K – 601
2026
Q1 		$133K Buy
+769
New +$158K 0.03% 186
2024
Q4 		– Sell
-25
Closed -$7.92K – 530
2024
Q3 		$7.92K Hold
25
– – ﹤0.01% 518
2024
Q2 		$9.34K Hold
25
– – ﹤0.01% 456
2024
Q1 		$8.67K Hold
25
– – ﹤0.01% 502
2023
Q4 		$11.4K Sell
25
-90
-78% -$44.4K ﹤0.01% 446
2023
Q3 		$56K Buy
+115
New +$54K 0.02% 290

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

Operose Advisors's HUM Position: Q2 2026 in Review

Operose Advisors sold out of Humana (HUM) in Q2 2026, closing a stake of 769 shares — an estimated $133K sold.

Operose Advisors first reported a position in HUM in Q3 2023 and held it in 6 quarters. The position peaked at $133K in Q1 2026. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Operose Advisors reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 769 Humana shares in Q2 2026, an estimated $133K.
  • Operose Advisors first reported a position in Humana in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Humana position peaked at $133K in Q1 2026.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.