PGF
HUM icon

Plan Group Financial’s Humana HUM Stock Holding History

Plan Group Financial’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 		$252K Sell
1,454
-208
-13% -$42.6K 0.06% 190
2025
Q4 		$426K Sell
1,662
-603
-27% -$158K 0.11% 127
2025
Q3 		$589K Sell
2,265
-74
-3% -$19.5K 0.16% 112
2025
Q2 		$572K Buy
2,339
+644
+38% +$161K 0.19% 104
2025
Q1 		$448K Buy
1,695
+677
+67% +$183K 0.16% 104
2024
Q4 		$258K Buy
1,018
+83
+9% +$22.3K 0.14% 96
2024
Q3 		$296K Buy
+935
New +$333K 0.16% 89

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

Plan Group Financial's HUM Position: Q1 2026 in Review

Plan Group Financial reduced its Humana (HUM) stake by 13% in Q1 2026, selling an estimated $42.6K and leaving 1,454 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #190.

Plan Group Financial first reported a position in HUM in Q3 2024 and has held it in 7 quarters since. The position peaked at $589K in Q3 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Plan Group Financial held 1,454 shares of Humana worth $252K as of Q1 2026.
  • Plan Group Financial sold 208 Humana shares in Q1 2026, an estimated $42.6K.
  • Humana made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #190 holding.
  • Plan Group Financial first reported a position in Humana in Q3 2024 and has held it in 7 quarters since.
  • Plan Group Financial's Humana position peaked at $589K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.