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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
2025
Q2 		– Sell
-1,000
Closed -$265K – 1233
2025
Q1 		$265K Buy
+1,000
New +$270K 0.04% 155

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 Securities Group's HUM Position: Q2 2026 in Review

Summit Securities Group increased its Humana (HUM) stake by 40% in Q2 2026, buying an estimated $2.28K and bringing the position to 28 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Summit Securities Group first reported a position in HUM in Q4 2013 and has held it in 15 quarters since. The position peaked at $4.57M in Q4 2014. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Summit Securities Group held 28 shares of Humana worth $11.1K as of Q2 2026.
  • Summit Securities Group bought 8 Humana shares in Q2 2026, an estimated $2.28K.
  • Humana made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #819 holding.
  • Summit Securities Group first reported a position in Humana in Q4 2013 and has held it in 15 quarters since.
  • Summit Securities Group's Humana position peaked at $4.57M in Q4 2014.
  • 925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.