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Synergy Investment Management’s Humana HUM Stock Holding History

Synergy Investment Management’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 		$15.1K Buy
41
+32
+356% +$9.11K ﹤0.01% 563
2026
Q1 		$1.56K Buy
+9
New +$1.84K ﹤0.01% 720

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 $3.38T AUM 44.17% 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
Sessa Capital
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

Synergy Investment Management's HUM Position: Q2 2026 in Review

Synergy Investment Management increased its Humana (HUM) stake by 356% in Q2 2026, buying an estimated $9.11K and bringing the position to 41 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Synergy Investment Management first reported a position in HUM in Q1 2026 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Synergy Investment Management held 41 shares of Humana worth $15.1K as of Q2 2026.
  • Synergy Investment Management bought 32 Humana shares in Q2 2026, an estimated $9.11K.
  • Humana made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #563 holding.
  • Synergy Investment Management first reported a position in Humana in Q1 2026 and has held it in 2 quarters since.
  • 929 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.