Palo Alto Investors’s Humana HUM Stock Holding History

Palo Alto Investors’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	$691K	Hold	3,985	–	–	0.11%	44
2025 Q4	$1.02M	Hold	3,985	–	–	0.14%	42
2025 Q3	$1.04M	Hold	3,985	–	–	0.19%	38
2025 Q2	$974K	Hold	3,985	–	–	0.21%	37
2025 Q1	$1.05M	Hold	3,985	–	–	0.2%	35
2024 Q4	$1.01M	Hold	3,985	–	–	0.16%	36
2024 Q3	$1.26M	Hold	3,985	–	–	0.16%	35
2024 Q2	$1.49M	Hold	3,985	–	–	0.17%	33
2024 Q1	$1.38M	Buy	+3,985	New	+$1.51M	0.16%	33

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Palo Alto Investors's HUM Position: Q1 2026 in Review

Palo Alto Investors held its Humana (HUM) position steady in Q1 2026 at 3,985 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #44.

Palo Alto Investors first reported a position in HUM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q2 2024. 781 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Palo Alto Investors held 3,985 shares of Humana worth $691K as of Q1 2026.
Palo Alto Investors left its Humana share count unchanged in Q1 2026.
Humana made up 0.11% of Palo Alto Investors's portfolio in Q1 2026, its #44 holding.
Palo Alto Investors first reported a position in Humana in Q1 2024 and has held it in 9 quarters since.
Palo Alto Investors's Humana position peaked at $1.49M in Q2 2024.
781 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.