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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
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 $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

Private Wealth Management Group's HUM Position: Q1 2026 in Review

Private Wealth Management Group reduced its Humana (HUM) stake by 43% in Q1 2026, selling an estimated $12.9K and leaving 83 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Private Wealth Management Group first reported a position in HUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $40K in Q2 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Private Wealth Management Group held 83 shares of Humana worth $14.4K as of Q1 2026.
  • Private Wealth Management Group sold 63 Humana shares in Q1 2026, an estimated $12.9K.
  • Humana made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #419 holding.
  • Private Wealth Management Group first reported a position in Humana in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Humana position peaked at $40K in Q2 2024.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.