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Rothschild Investment LLC’s Humana HUM Stock Holding History

Rothschild Investment LLC’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 		$24.3K Sell
140
-248
-64% -$50.8K ﹤0.01% 1338
2025
Q4 		$99.4K Sell
388
-111
-22% -$29.1K 0.01% 811
2025
Q3 		$130K Buy
499
+359
+256% +$94.4K 0.01% 733
2025
Q2 		$34.2K Hold
140
– – ﹤0.01% 881
2025
Q1 		$37K Sell
140
-145
-51% -$39.2K ﹤0.01% 855
2024
Q4 		$72.3K Buy
285
+33
+13% +$8.85K ﹤0.01% 710
2024
Q3 		$79.8K Sell
252
-115
-31% -$40.9K 0.01% 699
2024
Q2 		$137K Buy
367
+263
+253% +$88.8K 0.01% 567
2024
Q1 		$36.1K Sell
104
-1
-1% -$379 ﹤0.01% 799
2023
Q4 		$48.1K Buy
+105
New +$51.8K ﹤0.01% 663
2019
Q4 		– Sell
-950
Closed -$243K – 454
2019
Q3 		$243K Buy
+950
New +$266K 0.03% 338

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

Rothschild Investment LLC's HUM Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Humana (HUM) stake by 64% in Q1 2026, selling an estimated $50.8K and leaving 140 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Rothschild Investment LLC first reported a position in HUM in Q3 2019 and has held it in 11 quarters since. The position peaked at $243K in Q3 2019. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Rothschild Investment LLC held 140 shares of Humana worth $24.3K as of Q1 2026.
  • Rothschild Investment LLC sold 248 Humana shares in Q1 2026, an estimated $50.8K.
  • Humana made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1338 holding.
  • Rothschild Investment LLC first reported a position in Humana in Q3 2019 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Humana position peaked at $243K in Q3 2019.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.