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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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Valeo Financial Advisors's HUM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Humana (HUM) stake by 15% in Q3 2026, buying an estimated $42K and bringing the position to 814 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #620.

Valeo Financial Advisors first reported a position in HUM in Q3 2017 and has held it in 29 quarters since. The position peaked at $2.77M in Q1 2021. 37 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Valeo Financial Advisors held 814 shares of Humana worth $310K as of Q3 2026.
  • Valeo Financial Advisors bought 108 Humana shares in Q3 2026, an estimated $42K.
  • Humana made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #620 holding.
  • Valeo Financial Advisors first reported a position in Humana in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Humana position peaked at $2.77M in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.