Shelton Capital Management’s Humana HUM Stock Holding History

Shelton Capital 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	$2.06M	Hold	11,867	–	–	0.05%	214
2025 Q4	$3.04M	Hold	11,867	–	–	0.06%	196
2025 Q3	$3.09M	Hold	11,867	–	–	0.07%	184
2025 Q2	$2.9M	Sell	11,867 -25	-0.2%	-$6.23K	0.07%	201
2025 Q1	$3.15M	Hold	11,892	–	–	0.08%	194
2024 Q4	$3.02M	Buy	11,892 +7,100	+148%	+$1.9M	0.08%	193
2024 Q3	$1.52M	Sell	4,792 -36	-0.7%	-$12.8K	0.04%	254
2024 Q2	$1.8M	Hold	4,828	–	–	0.05%	249
2024 Q1	$1.67M	Hold	4,828	–	–	0.05%	258
2023 Q4	$2.21M	Buy	4,828 +4,030	+505%	+$1.99M	0.07%	238
2023 Q3	$388K	Hold	798	–	–	0.01%	364
2023 Q2	$357K	Hold	798	–	–	0.01%	413
2023 Q1	$387K	Hold	798	–	–	0.02%	372
2022 Q4	$409K	Hold	798	–	–	0.04%	318
2022 Q3	$387K	Sell	798 -31	-4%	-$15.1K	0.02%	360
2022 Q2	$388K	Hold	829	–	–	0.02%	373
2022 Q1	$361K	Hold	829	–	–	0.01%	472
2021 Q4	$385K	Hold	829	–	–	0.01%	454
2021 Q3	$323K	Sell	829 -35	-4%	-$14.9K	0.01%	523
2021 Q2	$383K	Hold	864	–	–	0.01%	461
2021 Q1	$362K	Sell	864 -46	-5%	-$18.4K	0.01%	473
2020 Q4	$373K	Sell	910 -5,500	-86%	-$2.29M	0.02%	419
2020 Q3	$2.65M	Buy	6,410 +5,500	+604%	+$2.21M	0.11%	207
2020 Q2	$353K	Buy	910 +256	+39%	+$95.8K	0.02%	395
2020 Q1	$205K	Sell	654 -300	-31%	-$101K	0.01%	536
2019 Q4	$350K	Sell	954 -237	-20%	-$75.2K	0.02%	465
2019 Q3	$305K	Hold	1,191	–	–	0.02%	524
2019 Q2	$316K	Buy	1,191 +874	+276%	+$222K	0.02%	501
2019 Q1	$1.19K	Sell	317 -874	-73%	-$252K	﹤0.01%	817
2018 Q4	$341K	Hold	1,191	–	–	0.02%	422
2018 Q3	$403K	Hold	1,191	–	–	0.02%	439
2018 Q2	$354K	Hold	1,191	–	–	0.02%	484
2018 Q1	$320K	Hold	1,191	–	–	0.02%	523
2017 Q4	$295K	Hold	1,191	–	–	0.02%	581
2017 Q3	$290K	Hold	1,191	–	–	0.02%	584
2017 Q2	$287K	Hold	1,191	–	–	0.02%	598
2017 Q1	$246K	Hold	1,191	–	–	0.02%	685
2016 Q4	$243K	Hold	1,191	–	–	0.02%	732
2016 Q3	$211K	Hold	1,191	–	–	0.02%	727
2016 Q2	$214K	Hold	1,191	–	–	0.02%	684
2016 Q1	$218K	Hold	1,191	–	–	0.02%	683
2015 Q4	$213K	Hold	1,191	–	–	0.02%	683
2015 Q3	$213K	Sell	1,191 -1,000	-46%	-$185K	0.02%	680
2015 Q2	$419K	Hold	2,191	–	–	0.04%	433
2015 Q1	$390K	Buy	+2,191	New	+$347K	0.04%	480

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

Shelton Capital Management's HUM Position: Q1 2026 in Review

Shelton Capital Management held its Humana (HUM) position steady in Q1 2026 at 11,867 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #214.

Shelton Capital Management first reported a position in HUM in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.15M in Q1 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Shelton Capital Management held 11,867 shares of Humana worth $2.06M as of Q1 2026.
Shelton Capital Management left its Humana share count unchanged in Q1 2026.
Humana made up 0.05% of Shelton Capital Management's portfolio in Q1 2026, its #214 holding.
Shelton Capital Management first reported a position in Humana in Q1 2015 and has held it in 45 quarters since.
Shelton Capital Management's Humana position peaked at $3.15M in Q1 2025.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.