Root Financial Partners
HUM icon

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
Q3 		$67.9K Buy
+178
New +$69.2K ﹤0.01% 923
2026
Q2 		– Sell
-45
Closed -$7.8K – 1664
2026
Q1 		$7.8K Sell
45
-47
-51% -$9.6K ﹤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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return

Root Financial Partners's HUM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Humana (HUM) in Q3 2026: 178 shares worth $67.9K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HUM as recently as Q1 2026.

Root Financial Partners first reported a position in HUM in Q3 2025 and has held it in 4 quarters since. 518 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Root Financial Partners held 178 shares of Humana worth $67.9K as of Q3 2026.
  • Humana was a new Root Financial Partners position in Q3 2026.
  • Humana made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #923 holding.
  • Root Financial Partners first reported a position in Humana in Q3 2025 and has held it in 4 quarters since.
  • 518 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.