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Summit Financial’s Humana HUM Stock Holding History

Summit Financial’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
-1,556
Closed -$271K – 1600
2026
Q1 		$271K Buy
1,556
+273
+21% +$56K ﹤0.01% 1230
2025
Q4 		$330K Sell
1,283
-553
-30% -$145K ﹤0.01% 1042
2025
Q3 		$478K Sell
1,836
-65
-3% -$17.1K 0.01% 896
2025
Q2 		$466K Buy
1,901
+15
+0.8% +$3.74K 0.01% 584
2025
Q1 		$499K Buy
1,886
+477
+34% +$129K 0.01% 514
2024
Q4 		$359K Buy
1,409
+227
+19% +$60.9K 0.01% 501
2024
Q3 		$376K Buy
1,182
+423
+56% +$151K 0.01% 422
2024
Q2 		$284K Buy
+759
New +$256K 0.01% 425

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

Summit Financial's HUM Position: Q2 2026 in Review

Summit Financial sold out of Humana (HUM) in Q2 2026, closing a stake of 1,556 shares — an estimated $271K sold.

Summit Financial first reported a position in HUM in Q2 2024 and held it in 8 quarters. The position peaked at $499K in Q1 2025. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Summit Financial reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 1,556 Humana shares in Q2 2026, an estimated $271K.
  • Summit Financial first reported a position in Humana in Q2 2024 and held it in 8 quarters.
  • Summit Financial's Humana position peaked at $499K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.