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Solel Partners’s Humana HUM Stock Holding History

Solel Partners’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 		$64.7M Sell
162,990
-6,560
-4% -$1.87M 11% 1
2026
Q1 		$29.4M Buy
169,550
+56,050
+49% +$11.5M 6.29% 8
2025
Q4 		$29.1M Buy
113,500
+21,300
+23% +$5.58M 4.7% 10
2025
Q3 		$24M Hold
92,200
– – 4.62% 8
2025
Q2 		$22.5M Sell
92,200
-11,400
-11% -$2.84M 3.92% 10
2025
Q1 		$27.4M Buy
103,600
+99,200
+2,255% +$26.8M 5.08% 12
2024
Q4 		$1.12M Buy
+4,400
New +$1.18M 0.22% 22
2024
Q3 		– Sell
-199,800
Closed -$74.7M – 21
2024
Q2 		$74.7M Buy
199,800
+65,000
+48% +$21.9M 12.16% 1
2024
Q1 		$46.7M Buy
134,800
+68,600
+104% +$26M 7.74% 3
2023
Q4 		$30.3M Buy
+66,200
New +$32.6M 4.26% 12
2023
Q1 		– Sell
-45,300
Closed -$23.2M – 25
2022
Q4 		$23.2M Hold
45,300
– – 5.2% 7
2022
Q3 		$22M Hold
45,300
– – 3.95% 11
2022
Q2 		$21.2M Hold
45,300
– – 3.91% 10
2022
Q1 		$19.7M Buy
+45,300
New +$18.9M 4.26% 11

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 $3.37T 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
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

Solel Partners's HUM Position: Q2 2026 in Review

Solel Partners reduced its Humana (HUM) stake by 3.9% in Q2 2026, selling an estimated $1.87M and leaving 162,990 shares worth $64.7M. The position accounts for 11% of the portfolio, ranked #1.

Solel Partners first reported a position in HUM in Q1 2022 and has held it in 14 quarters since. The position peaked at $74.7M in Q2 2024. 923 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Solel Partners held 162,990 shares of Humana worth $64.7M as of Q2 2026.
  • Solel Partners sold 6,560 Humana shares in Q2 2026, an estimated $1.87M.
  • Humana made up 11% of Solel Partners's portfolio in Q2 2026, its #1 holding.
  • Solel Partners first reported a position in Humana in Q1 2022 and has held it in 14 quarters since.
  • Solel Partners's Humana position peaked at $74.7M in Q2 2024.
  • 923 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Solel Partners's 13F filing for Q2 2026, filed 14 Aug 2026.