SWM
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SHP Wealth Management’s Humana HUM Stock Holding History

SHP 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 		$9.13K Buy
53
+12
+29% +$2.46K ﹤0.01% 928
2025
Q4 		$10.5K Buy
+41
New +$10.7K ﹤0.01% 821

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

SHP Wealth Management increased its Humana (HUM) stake by 29% in Q1 2026, buying an estimated $2.46K and bringing the position to 53 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

SHP Wealth Management first reported a position in HUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.5K in Q4 2025. 782 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • SHP Wealth Management held 53 shares of Humana worth $9.13K as of Q1 2026.
  • SHP Wealth Management bought 12 Humana shares in Q1 2026, an estimated $2.46K.
  • Humana made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #928 holding.
  • SHP Wealth Management first reported a position in Humana in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Humana position peaked at $10.5K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.