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Private Wealth Management Group’s Humana HUM Stock Holding History

Private Wealth Management 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
Q2 		$54K Buy
136
+53
+64% +$15.1K 0.01% 230
2026
Q1 		$14.4K Sell
83
-63
-43% -$12.9K ﹤0.01% 419
2025
Q4 		$37.4K Sell
146
-3
-2% -$786 0.01% 221
2025
Q3 		$38.8K Buy
149
+48
+48% +$12.6K 0.01% 217
2025
Q2 		$24.7K Sell
101
-37
-27% -$9.22K 0.01% 259
2025
Q1 		$36.5K Buy
138
+34
+33% +$9.2K 0.01% 203
2024
Q4 		$26.4K Buy
104
+12
+13% +$3.22K 0.01% 251
2024
Q3 		$29.1K Sell
92
-15
-14% -$5.34K 0.01% 227
2024
Q2 		$40K Buy
107
+22
+26% +$7.43K 0.02% 177
2024
Q1 		$29.5K Buy
85
+15
+21% +$5.68K 0.01% 215
2023
Q4 		$32K Buy
+70
New +$34.5K 0.02% 209

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's HUM Position: Q2 2026 in Review

Private Wealth Management Group increased its Humana (HUM) stake by 64% in Q2 2026, buying an estimated $15.1K and bringing the position to 136 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #230.

Private Wealth Management Group first reported a position in HUM in Q4 2023 and has held it in 11 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Private Wealth Management Group held 136 shares of Humana worth $54K as of Q2 2026.
  • Private Wealth Management Group bought 53 Humana shares in Q2 2026, an estimated $15.1K.
  • Humana made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #230 holding.
  • Private Wealth Management Group first reported a position in Humana in Q4 2023 and has held it in 11 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.