Summit Trail Advisors’s Humana HUM Stock Holding History

Summit Trail Advisors’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	$1.64M	Buy	4,119 +881	+27%	+$251K	0.02%	734
2026 Q1	$561K	Sell	3,238 -1,740	-35%	-$357K	0.01%	1131
2025 Q4	$1.28M	Sell	4,978 -4,055	-45%	-$1.06M	0.02%	671
2025 Q3	$2.36M	Buy	9,033 +1,306	+17%	+$343K	0.03%	361
2025 Q2	$1.89M	Buy	+7,727	New	+$1.93M	0.03%	281
2024 Q4	–	Sell	-1,289	Closed	-$410K	–	546
2024 Q3	$410K	Sell	1,289 -160	-11%	-$57K	0.01%	450
2024 Q2	$543K	Buy	1,449 +367	+34%	+$124K	0.01%	358
2024 Q1	$376K	Buy	1,082 +50	+5%	+$18.9K	0.01%	406
2023 Q4	$473K	Sell	1,032 -8	-0.8%	-$3.94K	0.02%	295
2023 Q3	$507K	Buy	1,040 +308	+42%	+$145K	0.02%	268
2023 Q2	$328K	Buy	732 +53	+8%	+$26.7K	0.01%	354
2023 Q1	$330K	Buy	+679	New	+$336K	0.01%	299
2018 Q1	–	Sell	-745	Closed	-$206K	–	993
2017 Q4	$206K	Buy	+745	New	+$184K	0.03%	418

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's HUM Position: Q2 2026 in Review

Summit Trail Advisors increased its Humana (HUM) stake by 27% in Q2 2026, buying an estimated $251K and bringing the position to 4,119 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #734.

Summit Trail Advisors first reported a position in HUM in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.36M in Q3 2025. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Summit Trail Advisors held 4,119 shares of Humana worth $1.64M as of Q2 2026.
Summit Trail Advisors bought 881 Humana shares in Q2 2026, an estimated $251K.
Humana made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #734 holding.
Summit Trail Advisors first reported a position in Humana in Q4 2017 and has held it in 13 quarters since.
Summit Trail Advisors's Humana position peaked at $2.36M in Q3 2025.
925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.