Ritholtz Wealth Management’s Humana HUM Stock Holding History

Ritholtz Wealth Management’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	$302K	Sell	1,742 -805	-32%	-$165K	0.01%	969
2025 Q4	$652K	Buy	2,547 +328	+15%	+$86K	0.01%	640
2025 Q3	$577K	Buy	2,219 +19	+0.9%	+$5K	0.01%	641
2025 Q2	$538K	Buy	+2,200	New	+$549K	0.01%	619
2024 Q1	–	Sell	-4,901	Closed	-$2.24M	–	807
2023 Q4	$2.24M	Buy	4,901 +4,090	+504%	+$2.02M	0.09%	148
2023 Q3	$395K	Sell	811 -4,351	-84%	-$2.04M	0.02%	495
2023 Q2	$2.31M	Buy	5,162 +878	+20%	+$442K	0.1%	119
2023 Q1	$2.08M	Buy	4,284 +3,655	+581%	+$1.81M	0.1%	123
2022 Q4	$322K	Sell	629 -678	-52%	-$356K	0.02%	448
2022 Q3	$634K	Buy	+1,307	New	+$636K	0.03%	338

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Ritholtz Wealth Management's HUM Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Humana (HUM) stake by 32% in Q1 2026, selling an estimated $165K and leaving 1,742 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #969.

Ritholtz Wealth Management first reported a position in HUM in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.31M in Q2 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Ritholtz Wealth Management held 1,742 shares of Humana worth $302K as of Q1 2026.
Ritholtz Wealth Management sold 805 Humana shares in Q1 2026, an estimated $165K.
Humana made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #969 holding.
Ritholtz Wealth Management first reported a position in Humana in Q3 2022 and has held it in 10 quarters since.
Ritholtz Wealth Management's Humana position peaked at $2.31M in Q2 2023.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.