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Sowell Financial Services’s Humana HUM Stock Holding History

Sowell Financial Services’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 		$373K Buy
+939
New +$267K 0.01% 778
2023
Q2 		– Sell
-9,139
Closed -$4.44M – 667
2023
Q1 		$4.44M Buy
+9,139
New +$4.52M 0.34% 64
2022
Q3 		– Sell
-10,328
Closed -$4.84M – 433
2022
Q2 		$4.84M Buy
+10,328
New +$4.6M 0.45% 52
2021
Q2 		– Sell
-9,318
Closed -$4.34M – 1502
2021
Q1 		$4.34M Buy
9,318
+888
+11% +$354K 0.15% 131
2020
Q4 		$3.46M Buy
8,430
+646
+8% +$269K 0.15% 130
2020
Q3 		$3.22M Sell
7,784
-115
-1% -$46.3K 0.16% 122
2020
Q2 		$3.06M Buy
7,899
+163
+2% +$61K 0.17% 121
2020
Q1 		$2.43M Buy
7,736
+6,825
+749% +$2.3M 0.18% 127
2019
Q4 		$334K Sell
911
-6,940
-88% -$2.2M 0.03% 566
2019
Q3 		$2.01M Buy
+7,851
New +$2.2M 0.17% 132
2019
Q1 		– Sell
-1,654
Closed -$474K – 581
2018
Q4 		$474K Sell
1,654
-51
-3% -$16.2K 0.07% 283
2018
Q3 		$577K Buy
1,705
+63
+4% +$20.5K 0.08% 182
2018
Q2 		$532K Buy
+1,642
New +$481K 0.11% 166
2017
Q2 		– Sell
-1,822
Closed -$422K – 267
2017
Q1 		$422K Buy
1,822
+1,782
+4,455% +$368K 0.12% 155
2016
Q4 		$8K Buy
+40
New +$7.63K ﹤0.01% 498

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

Sowell Financial Services's HUM Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Humana (HUM) in Q2 2026: 939 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in HUM as recently as Q1 2023.

Sowell Financial Services first reported a position in HUM in Q4 2016 and has held it in 15 quarters since. The position peaked at $4.84M in Q2 2022. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Sowell Financial Services held 939 shares of Humana worth $373K as of Q2 2026.
  • Humana was a new Sowell Financial Services position in Q2 2026.
  • Humana made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #778 holding.
  • Sowell Financial Services first reported a position in Humana in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's Humana position peaked at $4.84M in Q2 2022.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.