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Philip James Wealth Mangement’s Humana HUM Stock Holding History

Philip James Wealth Mangement’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 		$515K Buy
1,296
+6
+0.5% +$1.71K 0.06% 106
2026
Q1 		$224K Sell
1,290
-100
-7% -$20.5K 0.03% 153
2025
Q4 		$356K Sell
1,390
-29
-2% -$7.6K 0.04% 140
2025
Q3 		$369K Buy
1,419
+507
+56% +$133K 0.04% 133
2025
Q2 		$223K Buy
912
+27
+3% +$6.73K 0.03% 159
2025
Q1 		$234K Buy
+885
New +$239K 0.03% 154

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 $3.38T AUM 44.17% 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

Philip James Wealth Mangement's HUM Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Humana (HUM) stake by 0.47% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,296 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #106.

Philip James Wealth Mangement first reported a position in HUM in Q1 2025 and has held it in 6 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Philip James Wealth Mangement held 1,296 shares of Humana worth $515K as of Q2 2026.
  • Philip James Wealth Mangement bought 6 Humana shares in Q2 2026, an estimated $1.71K.
  • Humana made up 0.06% of Philip James Wealth Mangement's portfolio in Q2 2026, its #106 holding.
  • Philip James Wealth Mangement first reported a position in Humana in Q1 2025 and has held it in 6 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.