United Capital Financial Advisors’s Humana HUM Stock Holding History

United Capital 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 Q1	$647K	Sell	3,729 -1,789	-32%	-$367K	﹤0.01%	942
2025 Q4	$1.41M	Sell	5,518 -1,005	-15%	-$263K	0.01%	628
2025 Q3	$1.7M	Buy	6,523 +3,163	+94%	+$832K	0.01%	504
2025 Q2	$821K	Buy	3,360 +704	+27%	+$176K	0.01%	649
2025 Q1	$703K	Sell	2,656 -659	-20%	-$178K	0.01%	650
2024 Q4	$841K	Sell	3,315 -1,721	-34%	-$462K	0.01%	598
2024 Q3	$1.6M	Sell	5,036 -905	-15%	-$322K	0.01%	457
2024 Q2	$2.22M	Buy	5,941 +2,805	+89%	+$947K	0.02%	377
2024 Q1	$1.09M	Sell	3,136 -1,102	-26%	-$418K	0.01%	539
2023 Q4	$1.94M	Buy	4,238 +1,199	+39%	+$591K	0.02%	423
2023 Q3	$1.48M	Sell	3,039 -1,191	-28%	-$560K	0.01%	458
2023 Q2	$1.89M	Sell	4,230 -1,311	-24%	-$660K	0.01%	452
2023 Q1	$2.69M	Buy	5,541 +155	+3%	+$76.6K	0.02%	404
2022 Q4	$2.76M	Buy	5,386 +324	+6%	+$170K	0.02%	426
2022 Q3	$2.46M	Buy	5,062 +394	+8%	+$192K	0.01%	437
2022 Q2	$2.19M	Buy	4,668 +1,275	+38%	+$567K	0.01%	474
2022 Q1	$1.48M	Sell	3,393 -6,063	-64%	-$2.54M	0.01%	588
2021 Q4	$4.39M	Buy	9,456 +451	+5%	+$200K	0.02%	390
2021 Q3	$3.5M	Buy	9,005 +244	+3%	+$104K	0.02%	428
2021 Q2	$3.88M	Buy	8,761 +347	+4%	+$152K	0.02%	414
2021 Q1	$3.53M	Buy	8,414 +1,343	+19%	+$536K	0.02%	406
2020 Q4	$2.9M	Buy	7,071 +4,544	+180%	+$1.89M	0.02%	437
2020 Q3	$1.05M	Sell	2,527 -3,555	-58%	-$1.43M	0.01%	650
2020 Q2	$2.36M	Sell	6,082 -11,829	-66%	-$4.43M	0.02%	477
2020 Q1	$5.63M	Sell	17,911 -35,119	-66%	-$11.8M	0.05%	317
2019 Q4	$19.4M	Buy	53,030 +51,146	+2,715%	+$16.2M	0.13%	200
2019 Q3	$482K	Sell	1,884 -1,171	-38%	-$328K	﹤0.01%	963
2019 Q2	$810K	Sell	3,055 -9	-0.3%	-$2.28K	0.01%	879
2019 Q1	$815K	Sell	3,064 -361	-11%	-$104K	0.01%	832
2018 Q4	$981K	Buy	3,425 +209	+6%	+$66.3K	0.01%	723
2018 Q3	$1.09M	Buy	3,216 +179	+6%	+$58.2K	0.01%	758
2018 Q2	$904K	Sell	3,037 -105	-3%	-$30.7K	0.01%	785
2018 Q1	$845K	Sell	3,142 -1,667	-35%	-$451K	0.01%	816
2017 Q4	$1.2M	Buy	4,809 +730	+18%	+$180K	0.01%	739
2017 Q3	$994K	Buy	4,079 +116	+3%	+$28.4K	0.01%	778
2017 Q2	$954K	Buy	3,963 +228	+6%	+$51.6K	0.01%	776
2017 Q1	$770K	Sell	3,735 -142	-4%	-$29.4K	0.01%	814
2016 Q4	$791K	Sell	3,877 -595	-13%	-$113K	0.01%	809
2016 Q3	$791K	Sell	4,472 -1,217	-21%	-$211K	0.01%	835
2016 Q2	$1.02M	Sell	5,689 -896	-14%	-$159K	0.01%	728
2016 Q1	$1.21M	Buy	6,585 +532	+9%	+$92.3K	0.01%	655
2015 Q4	$1.08M	Buy	6,053 +371	+7%	+$65.1K	0.01%	673
2015 Q3	$1.02M	Buy	5,682 +1,260	+28%	+$233K	0.01%	684
2015 Q2	$846K	Sell	4,422 -294	-6%	-$54.6K	0.01%	759
2015 Q1	$781K	Buy	4,716 +2,752	+140%	+$436K	0.01%	782
2014 Q4	$282K	Buy	+1,964	New	+$268K	﹤0.01%	994

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

United Capital Financial Advisors's HUM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Humana (HUM) stake by 32% in Q1 2026, selling an estimated $367K and leaving 3,729 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

United Capital Financial Advisors first reported a position in HUM in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.4M in Q4 2019. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

United Capital Financial Advisors held 3,729 shares of Humana worth $647K as of Q1 2026.
United Capital Financial Advisors sold 1,789 Humana shares in Q1 2026, an estimated $367K.
Humana made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #942 holding.
United Capital Financial Advisors first reported a position in Humana in Q4 2014 and has held it in 46 quarters since.
United Capital Financial Advisors's Humana position peaked at $19.4M in Q4 2019.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.