SF
HUM icon

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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Summit Financial's HUM Position: Q1 2026 in Review

Summit Financial increased its Humana (HUM) stake by 21% in Q1 2026, buying an estimated $56K and bringing the position to 1,556 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Summit Financial first reported a position in HUM in Q2 2024 and has held it in 8 quarters since. The position peaked at $499K in Q1 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Summit Financial held 1,556 shares of Humana worth $271K as of Q1 2026.
  • Summit Financial bought 273 Humana shares in Q1 2026, an estimated $56K.
  • Humana made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1230 holding.
  • Summit Financial first reported a position in Humana in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Humana position peaked at $499K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.