Ray Dalio
HUM icon

Ray Dalio’s Humana HUM Stock Holding History

Ray Dalio’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 		$3.64M Buy
+9,152
New +$2.61M 0.01% 545
2025
Q4 		– Sell
-6,603
Closed -$1.72M – 1116
2025
Q3 		$1.72M Buy
+6,603
New +$1.74M 0.01% 760
2024
Q4 		– Sell
-974
Closed -$309K – 756
2024
Q3 		$309K Sell
974
-327
-25% -$116K ﹤0.01% 735
2024
Q2 		$486K Sell
1,301
-32,405
-96% -$10.9M ﹤0.01% 756
2024
Q1 		$11.7M Sell
33,706
-90,772
-73% -$34.4M 0.06% 232
2023
Q4 		$57M Buy
124,478
+85,640
+221% +$42.2M 0.32% 62
2023
Q3 		$18.9M Buy
38,838
+15,440
+66% +$7.26M 0.11% 142
2023
Q2 		$10.5M Buy
23,398
+11,054
+90% +$5.56M 0.06% 190
2023
Q1 		$5.99M Sell
12,344
-37,016
-75% -$18.3M 0.04% 283
2022
Q4 		$25.3M Buy
49,360
+7,641
+18% +$4.02M 0.14% 137
2022
Q3 		$20.2M Sell
41,719
-11,991
-22% -$5.83M 0.1% 154
2022
Q2 		$25.1M Buy
53,710
+18,399
+52% +$8.19M 0.11% 166
2022
Q1 		$15.4M Buy
35,311
+8,324
+31% +$3.48M 0.06% 216
2021
Q4 		$12.5M Buy
26,987
+22,797
+544% +$10.1M 0.07% 162
2021
Q3 		$1.63M Buy
+4,190
New +$1.78M 0.01% 462
2020
Q3 		– Sell
-4,812
Closed -$1.87M – 474
2020
Q2 		$1.87M Sell
4,812
-2,455
-34% -$919K 0.03% 106
2020
Q1 		$2.28M Buy
+7,267
New +$2.45M 0.05% 112
2015
Q3 		– Sell
-23,611
Closed -$4.52M – 466
2015
Q2 		$4.52M Buy
23,611
+11,100
+89% +$2.06M 0.04% 122
2015
Q1 		$2.23M Buy
12,511
+3,500
+39% +$554K 0.02% 184
2014
Q4 		$1.29M Sell
9,011
-300
-3% -$41K 0.01% 228
2014
Q3 		$1.21M Buy
+9,311
New +$1.18M 0.01% 209
2013
Q4 		– Sell
-29,375
Closed -$2.74M – 323
2013
Q3 		$2.74M Sell
29,375
-24,600
-46% -$2.26M 0.02% 148
2013
Q2 		$4.55M Buy
+53,975
New +$4.26M 0.04% 91

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
Sessa Capital
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

Ray Dalio's HUM Position: Q2 2026 in Review

Ray Dalio opened a new position in Humana (HUM) in Q2 2026: 9,152 shares worth $3.64M. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Ray Dalio previously reported a position in HUM as recently as Q3 2025.

Ray Dalio first reported a position in HUM in Q2 2013 and has held it in 23 quarters since. The position peaked at $57M in Q4 2023. 929 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Ray Dalio held 9,152 shares of Humana worth $3.64M as of Q2 2026.
  • Humana was a new Ray Dalio position in Q2 2026.
  • Humana made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #545 holding.
  • Ray Dalio first reported a position in Humana in Q2 2013 and has held it in 23 quarters since.
  • Ray Dalio's Humana position peaked at $57M in Q4 2023.
  • 929 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.