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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Root Financial Partners's HUM Position: Q1 2026 in Review

Root Financial Partners reduced its Humana (HUM) stake by 51% in Q1 2026, selling an estimated $9.63K and leaving 45 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Root Financial Partners first reported a position in HUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q4 2025. 780 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Root Financial Partners held 45 shares of Humana worth $7.8K as of Q1 2026.
  • Root Financial Partners sold 47 Humana shares in Q1 2026, an estimated $9.63K.
  • Humana made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1774 holding.
  • Root Financial Partners first reported a position in Humana in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Humana position peaked at $23.6K in Q4 2025.
  • 780 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.