RWB
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RMR Wealth Builders’s Humana HUM Stock Holding History

RMR Wealth Builders’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 		$980K Hold
2,467
– – 0.06% 130
2026
Q1 		$428K Buy
2,467
+15
+0.6% +$3.07K 0.03% 193
2025
Q4 		$628K Hold
2,452
– – 0.05% 152
2025
Q3 		$638K Buy
2,452
+446
+22% +$117K 0.05% 147
2025
Q2 		$491K Sell
2,006
-42
-2% -$10.5K 0.04% 168
2025
Q1 		$542K Buy
2,048
+25
+1% +$6.76K 0.06% 147
2024
Q4 		$513K Sell
2,023
-53
-3% -$14.2K 0.05% 156
2024
Q3 		$658K Hold
2,076
– – 0.07% 130
2024
Q2 		$776K Sell
2,076
-24
-1% -$8.1K 0.09% 112
2024
Q1 		$728K Buy
2,100
+17
+0.8% +$6.44K 0.09% 120
2023
Q4 		$954K Sell
2,083
-13
-0.6% -$6.41K 0.13% 89
2023
Q3 		$1.02M Sell
2,096
-31
-1% -$14.6K 0.16% 72
2023
Q2 		$951K Sell
2,127
-76
-3% -$38.3K 0.16% 65
2023
Q1 		$1.07M Sell
2,203
-99
-4% -$48.9K 0.2% 57
2022
Q4 		$1.18M Sell
2,302
-41
-2% -$21.5K 0.27% 43
2022
Q3 		$1.14M Hold
2,343
– – 0.28% 42
2022
Q2 		$1.1M Sell
2,343
-1,512
-39% -$673K 0.27% 51
2022
Q1 		$1.68M Buy
+3,855
New +$1.61M 0.36% 45
2021
Q4 		– Sell
-4,378
Closed -$1.7M – 155
2021
Q3 		$1.7M Buy
4,378
+38
+0.9% +$16.1K 0.5% 31
2021
Q2 		$1.93M Buy
4,340
+20
+0.5% +$8.74K 0.63% 27
2021
Q1 		$1.81M Buy
4,320
+128
+3% +$51.1K 0.47% 30
2020
Q4 		$1.72M Sell
4,192
-128
-3% -$53.2K 0.84% 21
2020
Q3 		$1.79M Buy
4,320
+128
+3% +$51.5K 0.46% 39
2020
Q2 		$1.63M Buy
+4,192
New +$1.57M 1.45% 17
2019
Q4 		$1.6M Buy
+4,371
New +$1.39M 1.54% 14

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

RMR Wealth Builders's HUM Position: Q2 2026 in Review

RMR Wealth Builders held its Humana (HUM) position steady in Q2 2026 at 2,467 shares worth $980K. The position accounts for 0.06% of the portfolio, ranked #130.

RMR Wealth Builders first reported a position in HUM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.93M in Q2 2021. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • RMR Wealth Builders held 2,467 shares of Humana worth $980K as of Q2 2026.
  • RMR Wealth Builders left its Humana share count unchanged in Q2 2026.
  • Humana made up 0.06% of RMR Wealth Builders's portfolio in Q2 2026, its #130 holding.
  • RMR Wealth Builders first reported a position in Humana in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Humana position peaked at $1.93M in Q2 2021.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.