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Sound View Wealth Advisors Group’s Humana HUM Stock Holding History

Sound View Wealth Advisors Group’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 		$379K Buy
+953
New +$271K 0.02% 322
2026
Q1 		– Sell
-1,060
Closed -$272K – 430
2025
Q4 		$272K Buy
1,060
+36
+4% +$9.44K 0.02% 360
2025
Q3 		$266K Sell
1,024
-490
-32% -$129K 0.02% 366
2025
Q2 		$370K Buy
1,514
+360
+31% +$89.8K 0.03% 316
2025
Q1 		$305K Buy
1,154
+63
+6% +$17K 0.03% 327
2024
Q4 		$277K Buy
1,091
+115
+12% +$30.8K 0.02% 356
2024
Q3 		$309K Buy
976
+8
+0.8% +$2.85K 0.03% 330
2024
Q2 		$362K Sell
968
-20
-2% -$6.75K 0.04% 276
2024
Q1 		$343K Sell
988
-14
-1% -$5.31K 0.04% 284
2023
Q4 		$459K Buy
1,002
+47
+5% +$23.2K 0.05% 246
2023
Q3 		$465K Buy
955
+13
+1% +$6.11K 0.06% 231
2023
Q2 		$421K Sell
942
-68
-7% -$34.2K 0.06% 240
2023
Q1 		$490K Buy
1,010
+8
+0.8% +$3.96K 0.07% 220
2022
Q4 		$459K Sell
1,002
-25
-2% -$13.1K 0.05% 246
2022
Q3 		$498K Sell
1,027
-119
-10% -$57.9K 0.11% 163
2022
Q2 		$536K Buy
1,146
+135
+13% +$60.1K 0.11% 162
2022
Q1 		$440K Buy
1,011
+20
+2% +$8.37K 0.08% 191
2021
Q4 		$460K Buy
991
+11
+1% +$4.87K 0.09% 187
2021
Q3 		$381K Buy
980
+49
+5% +$20.8K 0.08% 199
2021
Q2 		$412K Sell
931
-151
-14% -$66K 0.09% 195
2021
Q1 		$454K Buy
1,082
+119
+12% +$47.5K 0.11% 168
2020
Q4 		$395K Sell
963
-8
-0.8% -$3.33K 0.1% 173
2020
Q3 		$402K Sell
971
-8
-0.8% -$3.22K 0.11% 167
2020
Q2 		$380K Sell
979
-83
-8% -$31.1K 0.11% 162
2020
Q1 		$333K Sell
1,062
-111
-9% -$37.4K 0.12% 151
2019
Q4 		$430K Sell
1,173
-33
-3% -$10.5K 0.12% 150
2019
Q3 		$308K Buy
1,206
+26
+2% +$7.29K 0.09% 186
2019
Q2 		$313K Buy
+1,180
New +$299K 0.09% 188

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

Sound View Wealth Advisors Group's HUM Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Humana (HUM) in Q2 2026: 953 shares worth $379K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: Sound View Wealth Advisors Group previously reported a position in HUM as recently as Q4 2025.

Sound View Wealth Advisors Group first reported a position in HUM in Q2 2019 and has held it in 28 quarters since. The position peaked at $536K in Q2 2022. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Sound View Wealth Advisors Group held 953 shares of Humana worth $379K as of Q2 2026.
  • Humana was a new Sound View Wealth Advisors Group position in Q2 2026.
  • Humana made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #322 holding.
  • Sound View Wealth Advisors Group first reported a position in Humana in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Humana position peaked at $536K in Q2 2022.
  • 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.