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Summit Securities Group’s Humana HUM Stock Holding History

Summit Securities Group’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 		$3.47K Sell
20
-536
-96% -$110K ﹤0.01% 864
2025
Q4 		$142K Buy
556
+349
+169% +$91.5K 0.02% 394
2025
Q3 		$53.9K Buy
207
+126
+156% +$33.1K 0.01% 545
2025
Q2 		$19.8K Buy
+81
New +$20.2K ﹤0.01% 729
2023
Q3 		– Sell
-164
Closed -$73K – 777
2023
Q2 		$73K Sell
164
-80
-33% -$40.3K 0.01% 334
2023
Q1 		$118K Buy
244
+117
+92% +$57.8K 0.01% 271
2022
Q4 		$65K Buy
127
+25
+25% +$13.1K ﹤0.01% 663
2022
Q3 		$49K Sell
102
-162
-61% -$78.8K ﹤0.01% 621
2022
Q2 		$124K Buy
264
+211
+398% +$93.9K 0.02% 377
2022
Q1 		$23K Buy
+53
New +$22.2K ﹤0.01% 700
2018
Q1 		– Sell
-2,200
Closed -$546K – 191
2017
Q4 		$546K Buy
+2,200
New +$543K 0.06% 92
2017
Q2 		– Sell
-4,482
Closed -$924K – 308
2017
Q1 		$924K Buy
+4,482
New +$927K 0.27% 72
2015
Q1 		– Sell
-31,800
Closed -$4.57M – 504
2014
Q4 		$4.57M Buy
+31,800
New +$4.34M 1.31% 11
2014
Q1 		– Sell
-1,200
Closed -$124K – 485
2013
Q4 		$124K Buy
+1,200
New +$118K 0.02% 209

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 Securities Group's HUM Position: Q1 2026 in Review

Summit Securities Group reduced its Humana (HUM) stake by 96% in Q1 2026, selling an estimated $110K and leaving 20 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Summit Securities Group first reported a position in HUM in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.57M in Q4 2014. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Summit Securities Group held 20 shares of Humana worth $3.47K as of Q1 2026.
  • Summit Securities Group sold 536 Humana shares in Q1 2026, an estimated $110K.
  • Humana made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #864 holding.
  • Summit Securities Group first reported a position in Humana in Q4 2013 and has held it in 14 quarters since.
  • Summit Securities Group's Humana position peaked at $4.57M in Q4 2014.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.