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Strategic Wealth Partners’s Humana HUM Stock Holding History

Strategic Wealth 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 		– Sell
-4
Closed -$671 – 1511
2026
Q1 		$671 Buy
4
+1
+33% +$205 ﹤0.01% 1292
2025
Q4 		$768 Sell
3
-114
-97% -$29.9K ﹤0.01% 1311
2025
Q3 		$30.4K Sell
117
-67
-36% -$17.6K ﹤0.01% 648
2025
Q2 		$45K Buy
+184
New +$45.9K ﹤0.01% 512
2024
Q3 		– Sell
-885
Closed -$331K – 298
2024
Q2 		$331K Buy
885
+110
+14% +$37.1K 0.03% 229
2024
Q1 		$269K Sell
775
-12
-2% -$4.55K 0.03% 241
2023
Q4 		$360K Sell
787
-150
-16% -$73.9K 0.04% 216
2023
Q3 		$456K Buy
+937
New +$440K 0.06% 207

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

Strategic Wealth Partners's HUM Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Humana (HUM) in Q2 2026, closing a stake of 4 shares — an estimated $671 sold.

Strategic Wealth Partners first reported a position in HUM in Q3 2023 and held it in 8 quarters. The position peaked at $456K in Q3 2023. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 4 Humana shares in Q2 2026, an estimated $671.
  • Strategic Wealth Partners first reported a position in Humana in Q3 2023 and held it in 8 quarters.
  • Strategic Wealth Partners's Humana position peaked at $456K in Q3 2023.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.