TriaGen Wealth Management’s Humana HUM Stock Holding History

TriaGen Wealth 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	$1.21M	Buy	+3,039	New	+$865K	0.3%	80
2023 Q3	–	Sell	-3,462	Closed	-$1.55M	–	164
2023 Q2	$1.55M	Sell	3,462 -2	-0.1%	-$1.01K	0.71%	50
2023 Q1	$1.68M	Sell	3,464 -61	-2%	-$30.2K	0.85%	40
2022 Q4	$1.81M	Sell	3,525 -20	-0.6%	-$10.5K	1%	25
2022 Q3	$1.72M	Sell	3,545 -3,541	-50%	-$1.72M	0.95%	29
2022 Q2	$3.32M	Buy	+7,086	New	+$3.15M	2.36%	9
2022 Q1	–	Sell	-729	Closed	-$338K	–	184
2021 Q4	$338K	Hold	729	–	–	0.17%	129
2021 Q3	$284K	Hold	729	–	–	0.15%	150
2021 Q2	$310K	Buy	729 +9	+1%	+$3.93K	0.16%	145
2021 Q1	$302K	Sell	720 -70	-9%	-$27.9K	0.17%	132
2020 Q4	$324K	Buy	+790	New	+$328K	0.19%	123

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

TriaGen Wealth Management's HUM Position: Q2 2026 in Review

TriaGen Wealth Management opened a new position in Humana (HUM) in Q2 2026: 3,039 shares worth $1.21M. The stake represents 0.3% of the portfolio and ranks #80 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in HUM as recently as Q2 2023.

TriaGen Wealth Management first reported a position in HUM in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.32M in Q2 2022. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

TriaGen Wealth Management held 3,039 shares of Humana worth $1.21M as of Q2 2026.
Humana was a new TriaGen Wealth Management position in Q2 2026.
Humana made up 0.3% of TriaGen Wealth Management's portfolio in Q2 2026, its #80 holding.
TriaGen Wealth Management first reported a position in Humana in Q4 2020 and has held it in 11 quarters since.
TriaGen Wealth Management's Humana position peaked at $3.32M in Q2 2022.
924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.