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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Strategic Wealth Partners's HUM Position: Q1 2026 in Review

Strategic Wealth Partners increased its Humana (HUM) stake by 33% in Q1 2026, buying an estimated $205 and bringing the position to 4 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Strategic Wealth Partners first reported a position in HUM in Q3 2023 and has held it in 8 quarters since. The position peaked at $456K in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Strategic Wealth Partners held 4 shares of Humana worth $671 as of Q1 2026.
Strategic Wealth Partners bought 1 Humana share in Q1 2026, an estimated $205.
Humana made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1292 holding.
Strategic Wealth Partners first reported a position in Humana in Q3 2023 and has held it in 8 quarters since.
Strategic Wealth Partners's Humana position peaked at $456K in Q3 2023.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.