Pinnacle Wealth Planning Services
HUM icon

Pinnacle Wealth Planning Services’s Humana HUM Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$57.6K Buy
151
+27
+22% +$10.5K 0.01% 1168
2026
Q2 		$49.3K Buy
124
+28
+29% +$7.97K ﹤0.01% 1280
2026
Q1 		$16.6K Sell
96
-58
-38% -$11.9K ﹤0.01% 1786
2025
Q4 		$39.4K Buy
+154
New +$40.4K ﹤0.01% 1369
2024
Q1 		– Sell
-630
Closed -$288K – 520
2023
Q4 		$288K Sell
630
-9
-1% -$4.44K 0.05% 282
2023
Q3 		$311K Sell
639
-20
-3% -$9.4K 0.05% 247
2023
Q2 		$295K Sell
659
-92
-12% -$46.3K 0.05% 262
2023
Q1 		$365K Buy
751
+4
+0.5% +$1.98K 0.06% 232
2022
Q4 		$383K Sell
747
-36
-5% -$18.9K 0.07% 210
2022
Q3 		$380K Hold
783
– – 0.07% 188
2022
Q2 		$366K Buy
783
+40
+5% +$17.8K 0.07% 203
2022
Q1 		$323K Sell
743
-14
-2% -$5.86K 0.06% 257
2021
Q4 		$351K Buy
757
+86
+13% +$38.1K 0.07% 232
2021
Q3 		$261K Buy
671
+68
+11% +$28.9K 0.06% 268
2021
Q2 		$267K Sell
603
-6
-1% -$2.62K 0.06% 255
2021
Q1 		$256K Buy
609
+19
+3% +$7.58K 0.07% 247
2020
Q4 		$242K Sell
590
-35
-6% -$14.6K 0.06% 242
2020
Q3 		$258K Sell
625
-32
-5% -$12.9K 0.09% 191
2020
Q2 		$255K Buy
+657
New +$246K 0.08% 178
2020
Q1 		– Sell
-555
Closed -$203K – 250
2019
Q4 		$203K Buy
+555
New +$176K 0.1% 220

Other funds holding HUM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Humana (HUM) stake by 22% in Q3 2026, buying an estimated $10.5K and bringing the position to 151 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #1168.

Pinnacle Wealth Planning Services first reported a position in HUM in Q4 2019 and has held it in 20 quarters since. The position peaked at $383K in Q4 2022. 673 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 151 shares of Humana worth $57.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 27 Humana shares in Q3 2026, an estimated $10.5K.
  • Humana made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1168 holding.
  • Pinnacle Wealth Planning Services first reported a position in Humana in Q4 2019 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Humana position peaked at $383K in Q4 2022.
  • 673 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.