Trinity Financial Advisors’s Humana HUM Stock Holding History

Trinity Financial 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	$398K	Buy	+1,000	New	+$285K	0.1%	66
2026 Q1	–	Sell	-1,000	Closed	-$257K	–	93
2025 Q4	$257K	Hold	1,000	–	–	0.07%	81
2025 Q3	$261K	Hold	1,000	–	–	0.08%	86
2025 Q2	$245K	Hold	1,000	–	–	0.08%	82
2025 Q1	$266K	Hold	1,000	–	–	0.1%	74
2024 Q4	$254K	Hold	1,000	–	–	0.1%	69
2024 Q3	$340K	Hold	1,000	–	–	0.15%	60
2024 Q2	$375K	Hold	1,000	–	–	0.17%	56
2024 Q1	$347K	Hold	1,000	–	–	0.16%	50
2023 Q4	$458K	Hold	1,000	–	–	0.22%	43
2023 Q3	$487K	Hold	1,000	–	–	0.26%	38
2023 Q2	$447K	Hold	1,000	–	–	0.24%	45
2023 Q1	$485K	Hold	1,000	–	–	0.3%	33
2022 Q4	$512K	Hold	1,000	–	–	0.34%	30
2022 Q3	$485K	Buy	+1,000	New	+$486K	0.35%	34
2022 Q2	–	Sell	-1,000	Closed	-$435K	–	38
2022 Q1	$435K	Hold	1,000	–	–	0.27%	38
2021 Q4	$464K	Hold	1,000	–	–	0.27%	32
2021 Q3	$389K	Hold	1,000	–	–	0.26%	31
2021 Q2	$443K	Hold	1,000	–	–	0.31%	28
2021 Q1	$419K	Hold	1,000	–	–	0.32%	23
2020 Q4	$410K	Buy	+1,000	New	+$416K	0.37%	31

Other funds holding HUM

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Trinity Financial Advisors's HUM Position: Q2 2026 in Review

Trinity Financial Advisors opened a new position in Humana (HUM) in Q2 2026: 1,000 shares worth $398K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings. This is a return to the name: Trinity Financial Advisors previously reported a position in HUM as recently as Q4 2025.

Trinity Financial Advisors first reported a position in HUM in Q4 2020 and has held it in 21 quarters since. The position peaked at $512K in Q4 2022. 339 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Trinity Financial Advisors held 1,000 shares of Humana worth $398K as of Q2 2026.
Humana was a new Trinity Financial Advisors position in Q2 2026.
Humana made up 0.1% of Trinity Financial Advisors's portfolio in Q2 2026, its #66 holding.
Trinity Financial Advisors first reported a position in Humana in Q4 2020 and has held it in 21 quarters since.
Trinity Financial Advisors's Humana position peaked at $512K in Q4 2022.
339 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.