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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
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

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 Planning Services's HUM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Humana (HUM) stake by 38% in Q1 2026, selling an estimated $11.9K and leaving 96 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Pinnacle Wealth Planning Services first reported a position in HUM in Q4 2019 and has held it in 18 quarters since. The position peaked at $383K in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 96 shares of Humana worth $16.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 58 Humana shares in Q1 2026, an estimated $11.9K.
  • Humana made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1786 holding.
  • Pinnacle Wealth Planning Services first reported a position in Humana in Q4 2019 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Humana position peaked at $383K in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.