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Root Financial Partners’s Humana HUM Stock Holding History

Root Financial Partners’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 		– Sell
-45
Closed -$7.8K – 1664
2026
Q1 		$7.8K Sell
45
-47
-51% -$9.63K ﹤0.01% 1774
2025
Q4 		$23.6K Buy
92
+42
+84% +$11K ﹤0.01% 1095
2025
Q3 		$13K Buy
+50
New +$13.1K ﹤0.01% 1327

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

Root Financial Partners's HUM Position: Q2 2026 in Review

Root Financial Partners sold out of Humana (HUM) in Q2 2026, closing a stake of 45 shares — an estimated $7.8K sold.

Root Financial Partners first reported a position in HUM in Q3 2025 and held it in 3 quarters. The position peaked at $23.6K in Q4 2025. 927 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Root Financial Partners reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 Humana shares in Q2 2026, an estimated $7.8K.
  • Root Financial Partners first reported a position in Humana in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Humana position peaked at $23.6K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.