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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
Q2 		$387K Sell
975
-479
-33% -$136K 0.08% 143
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 $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 $3.37T AUM 44.26% 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

Plan Group Financial's HUM Position: Q2 2026 in Review

Plan Group Financial reduced its Humana (HUM) stake by 33% in Q2 2026, selling an estimated $136K and leaving 975 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #143.

Plan Group Financial first reported a position in HUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $589K in Q3 2025. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Plan Group Financial held 975 shares of Humana worth $387K as of Q2 2026.
  • Plan Group Financial sold 479 Humana shares in Q2 2026, an estimated $136K.
  • Humana made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #143 holding.
  • Plan Group Financial first reported a position in Humana in Q3 2024 and has held it in 8 quarters since.
  • Plan Group Financial's Humana position peaked at $589K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.