PWM
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Perigon Wealth Management’s Humana HUM Stock Holding History

Perigon 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
Q2 		$239K Buy
+602
New +$171K ﹤0.01% 1262
2025
Q4 		– Sell
-844
Closed -$220K – 1338
2025
Q3 		$220K Buy
+844
New +$222K ﹤0.01% 1107
2024
Q4 		– Sell
-883
Closed -$280K – 1065
2024
Q3 		$280K Sell
883
-17
-2% -$6.05K 0.01% 819
2024
Q2 		$336K Buy
900
+76
+9% +$25.7K 0.01% 650
2024
Q1 		$286K Buy
824
+162
+24% +$61.4K 0.01% 695
2023
Q4 		$303K Hold
662
– – 0.01% 656
2023
Q3 		$322K Sell
662
-23
-3% -$10.8K 0.01% 562
2023
Q2 		$306K Buy
685
+16
+2% +$8.05K 0.01% 604
2023
Q1 		$325K Sell
669
-116
-15% -$57.3K 0.02% 516
2022
Q4 		$402K Buy
785
+94
+14% +$49.4K 0.02% 441
2022
Q3 		$335K Buy
691
+50
+8% +$24.3K 0.03% 401
2022
Q2 		$300K Buy
641
+12
+2% +$5.34K 0.03% 433
2022
Q1 		$274K Buy
629
+65
+12% +$27.2K 0.02% 488
2021
Q4 		$262K Buy
+564
New +$250K 0.02% 482
2021
Q3 		– Sell
-503
Closed -$223K – 545
2021
Q2 		$223K Buy
503
+2
+0.4% +$874 0.02% 475
2021
Q1 		$210K Sell
501
-9
-2% -$3.59K 0.02% 466
2020
Q4 		$209K Buy
510
+4
+0.8% +$1.66K 0.02% 384
2020
Q3 		$209K Buy
+506
New +$204K 0.03% 363
2018
Q2 		– Sell
-105
Closed -$28K – 408
2018
Q1 		$28K Hold
105
– – 0.01% 384
2017
Q4 		$26K Buy
105
+55
+110% +$13.6K 0.01% 373
2017
Q3 		$12K Hold
50
– – ﹤0.01% 492
2017
Q2 		$12K Hold
50
– – ﹤0.01% 487
2017
Q1 		$10K Hold
50
– – ﹤0.01% 524
2016
Q4 		$11K Hold
50
– – ﹤0.01% 550
2016
Q3 		$9K Buy
+50
New +$8.68K ﹤0.01% 493

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

Perigon Wealth Management's HUM Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Humana (HUM) in Q2 2026: 602 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in HUM as recently as Q3 2025.

Perigon Wealth Management first reported a position in HUM in Q3 2016 and has held it in 25 quarters since. The position peaked at $402K in Q4 2022. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Perigon Wealth Management held 602 shares of Humana worth $239K as of Q2 2026.
  • Humana was a new Perigon Wealth Management position in Q2 2026.
  • Humana made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • Perigon Wealth Management first reported a position in Humana in Q3 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's Humana position peaked at $402K in Q4 2022.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.