Valeo Financial Advisors’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $281K | Buy |
+706
| New | +$201K | 0.01% | 642 |
|
|
2025
Q4 | – | Sell |
-653
| Closed | -$170K | – | 866 |
|
|
2025
Q3 | $170K | Buy |
+653
| New | +$172K | ﹤0.01% | 770 |
|
|
2025
Q1 | – | Sell |
-332
| Closed | -$84.2K | – | 723 |
|
|
2024
Q4 | $84.2K | Sell |
332
-1,126
| -77% | -$302K | ﹤0.01% | 704 |
|
|
2024
Q3 | $462K | Sell |
1,458
-103
| -7% | -$36.7K | 0.01% | 426 |
|
|
2024
Q2 | $583K | Buy |
1,561
+129
| +9% | +$43.6K | 0.02% | 348 |
|
|
2024
Q1 | $452K | Buy |
1,432
+447
| +45% | +$169K | 0.02% | 403 |
|
|
2023
Q4 | $451K | Sell |
985
-155
| -14% | -$76.4K | 0.02% | 392 |
|
|
2023
Q3 | $555K | Buy |
1,140
+644
| +130% | +$303K | 0.03% | 309 |
|
|
2023
Q2 | $222K | Sell |
496
-521
| -51% | -$262K | 0.01% | 513 |
|
|
2023
Q1 | $494K | Buy |
1,017
+300
| +42% | +$148K | 0.02% | 343 |
|
|
2022
Q4 | $367K | Buy |
+717
| New | +$377K | 0.02% | 336 |
|
|
2022
Q2 | – | Sell |
-990
| Closed | -$431K | – | 569 |
|
|
2022
Q1 | $431K | Buy |
990
+521
| +111% | +$218K | 0.02% | 362 |
|
|
2021
Q4 | $218K | Buy |
+469
| New | +$208K | 0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-6,611
| Closed | -$2.77M | – | 1091 |
|
|
2021
Q1 | $2.77M | Buy |
6,611
+5
| +0.1% | +$2K | 0.13% | 92 |
|
|
2020
Q4 | $2.71M | Buy |
6,606
+6,592
| +47,086% | +$2.74M | 0.14% | 82 |
|
|
2020
Q3 | $6K | Sell |
14
-69
| -83% | -$27.8K | ﹤0.01% | 1209 |
|
|
2020
Q2 | $32K | Sell |
83
-10
| -11% | -$3.74K | ﹤0.01% | 888 |
|
|
2020
Q1 | $31K | Buy |
93
+37
| +66% | +$12.5K | ﹤0.01% | 754 |
|
|
2019
Q4 | $21K | Sell |
56
-6
| -10% | -$1.9K | ﹤0.01% | 912 |
|
|
2019
Q3 | $16K | Hold |
62
| – | – | ﹤0.01% | 904 |
|
|
2019
Q2 | $16K | Buy |
62
+15
| +32% | +$3.8K | ﹤0.01% | 908 |
|
|
2019
Q1 | $13K | Buy |
47
+14
| +42% | +$4.03K | ﹤0.01% | 887 |
|
|
2018
Q4 | $9K | Sell |
33
-10
| -23% | -$3.17K | ﹤0.01% | 908 |
|
|
2018
Q3 | $14K | Buy |
43
+5
| +13% | +$1.63K | ﹤0.01% | 872 |
|
|
2018
Q2 | $12K | Hold |
38
| – | – | ﹤0.01% | 901 |
|
|
2018
Q1 | $10K | Hold |
38
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $9K | Buy |
38
+9
| +31% | +$2.22K | ﹤0.01% | 858 |
|
|
2017
Q3 | $7K | Buy |
+29
| New | +$7.11K | ﹤0.01% | 789 |
|
Other funds holding HUM
SC
Valeo Financial Advisors's HUM Position: Q2 2026 in Review
Valeo Financial Advisors opened a new position in Humana (HUM) in Q2 2026: 706 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in HUM as recently as Q3 2025.
Valeo Financial Advisors first reported a position in HUM in Q3 2017 and has held it in 28 quarters since. The position peaked at $2.77M in Q1 2021. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.
- Valeo Financial Advisors held 706 shares of Humana worth $281K as of Q2 2026.
- Humana was a new Valeo Financial Advisors position in Q2 2026.
- Humana made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #642 holding.
- Valeo Financial Advisors first reported a position in Humana in Q3 2017 and has held it in 28 quarters since.
- Valeo Financial Advisors's Humana position peaked at $2.77M in Q1 2021.
- 924 funds tracked by Wall St. Rank held Humana as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.