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Valeo Financial Advisors’s Humana HUM Stock Holding History

Valeo 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
2025
Q4 		– Sell
-1,100
Closed -$286K – 867
2025
Q3 		$286K Buy
+1,100
New +$289K 0.01% 622
2025
Q1 		– Sell
-1,100
Closed -$279K – 724
2024
Q4 		$279K Buy
+1,100
New +$295K 0.01% 568

Other funds holding HUM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 417 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.
  • 417 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.