SWM
HUM icon

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
Q2 		$23.6K Buy
59
+6
+11% +$1.71K ﹤0.01% 744
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHP Wealth Management's HUM Position: Q2 2026 in Review

SHP Wealth Management increased its Humana (HUM) stake by 11% in Q2 2026, buying an estimated $1.71K and bringing the position to 59 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

SHP Wealth Management first reported a position in HUM in Q4 2025 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • SHP Wealth Management held 59 shares of Humana worth $23.6K as of Q2 2026.
  • SHP Wealth Management bought 6 Humana shares in Q2 2026, an estimated $1.71K.
  • Humana made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #744 holding.
  • SHP Wealth Management first reported a position in Humana in Q4 2025 and has held it in 3 quarters since.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.