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Pinnacle Wealth Management Advisory Group’s Humana HUM Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-945
Closed -$242K – 561
2025
Q4 		$242K Buy
945
+106
+13% +$27.8K 0.02% 454
2025
Q3 		$218K Sell
839
-44
-5% -$11.6K 0.02% 371
2025
Q2 		$216K Sell
883
-299
-25% -$74.5K 0.02% 349
2025
Q1 		$313K Buy
1,182
+112
+10% +$30.3K 0.03% 285
2024
Q4 		$272K Buy
1,070
+37
+4% +$9.92K 0.03% 298
2024
Q3 		$327K Sell
1,033
-22
-2% -$7.83K 0.03% 264
2024
Q2 		$394K Buy
+1,055
New +$356K 0.04% 225
2024
Q1 		– Sell
-482
Closed -$221K – 357
2023
Q4 		$221K Sell
482
-27
-5% -$13.3K 0.03% 302
2023
Q3 		$248K Sell
509
-89
-15% -$41.8K 0.03% 262
2023
Q2 		$267K Sell
598
-107
-15% -$53.9K 0.03% 258
2023
Q1 		$342K Buy
705
+171
+32% +$84.5K 0.05% 220
2022
Q4 		$274K Sell
534
-147
-22% -$77.3K 0.04% 233
2022
Q3 		$330K Buy
681
+60
+10% +$29.2K 0.05% 206
2022
Q2 		$291K Buy
+621
New +$276K 0.05% 225
2022
Q1 		– Sell
-455
Closed -$211K – 278
2021
Q4 		$211K Buy
+455
New +$201K 0.03% 256
2021
Q3 		– Sell
-455
Closed -$201K – 221
2021
Q2 		$201K Buy
+455
New +$199K 0.05% 219
2020
Q4 		– Sell
-525
Closed -$217K – 188
2020
Q3 		$217K Sell
525
-5
-0.9% -$2.01K 0.08% 168
2020
Q2 		$206K Buy
+530
New +$198K 0.08% 169
2020
Q1 		– Sell
-605
Closed -$222K – 177
2019
Q4 		$222K Buy
+605
New +$192K 0.08% 167

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's HUM Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Humana (HUM) in Q1 2026, closing a stake of 945 shares — an estimated $242K sold.

Pinnacle Wealth Management Advisory Group first reported a position in HUM in Q4 2019 and held it in 19 quarters. The position peaked at $394K in Q2 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 945 Humana shares in Q1 2026, an estimated $242K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Humana in Q4 2019 and held it in 19 quarters.
  • Pinnacle Wealth Management Advisory Group's Humana position peaked at $394K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.