Sendero Wealth Management’s Humana HUM Stock Holding History

Sendero Wealth Management’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	$625K	Sell	3,606 -1	-0%	-$205	0.07%	144
2025 Q4	$924K	Sell	3,607 -742	-17%	-$195K	0.1%	113
2025 Q3	$1.13M	Sell	4,349 -91	-2%	-$23.9K	0.13%	91
2025 Q2	$1.09M	Buy	4,440 +978	+28%	+$244K	0.14%	92
2025 Q1	$916K	Sell	3,462 -189	-5%	-$51.1K	0.13%	96
2024 Q4	$926K	Hold	3,651	–	–	0.14%	86
2024 Q3	$1.16M	Hold	3,651	–	–	0.18%	72
2024 Q2	$1.36M	Buy	3,651 +2,834	+347%	+$957K	0.23%	60
2024 Q1	$283K	Buy	+817	New	+$310K	0.05%	147
2022 Q3	–	Sell	-2,620	Closed	-$348K	–	103
2022 Q2	$348K	Buy	2,620 +1,965	+300%	+$874K	0.33%	69
2022 Q1	$285K	Sell	655 -380	-37%	-$159K	0.13%	76
2021 Q4	$480K	Buy	+1,035	New	+$458K	0.21%	59

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Sendero Wealth Management's HUM Position: Q1 2026 in Review

Sendero Wealth Management reduced its Humana (HUM) stake by 0.03% in Q1 2026, selling an estimated $205 and leaving 3,606 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #144.

Sendero Wealth Management first reported a position in HUM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.36M in Q2 2024. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Sendero Wealth Management held 3,606 shares of Humana worth $625K as of Q1 2026.
Sendero Wealth Management sold 1 Humana share in Q1 2026, an estimated $205.
Humana made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #144 holding.
Sendero Wealth Management first reported a position in Humana in Q4 2021 and has held it in 12 quarters since.
Sendero Wealth Management's Humana position peaked at $1.36M in Q2 2024.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.