Valeo Financial Advisors’s Humacyte HUMA Stock Holding History

Valeo Financial Advisors’s Portfolio HUMA Stock Details HUMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Buy	19,900 +5,000	+34%	+$4.63K	﹤0.01%	830
2026 Q1	$9.04K	Hold	14,900	–	–	﹤0.01%	748
2025 Q4	$14.3K	Hold	14,900	–	–	﹤0.01%	830
2025 Q3	$25.9K	Sell	14,900 -500	-3%	-$980	﹤0.01%	815
2025 Q2	$32.2K	Buy	+15,400	New	+$29.6K	﹤0.01%	760
2021 Q2	–	Sell	-400	Closed	-$4K	–	1094
2021 Q1	$4K	Buy	+400	New	+$4.37K	﹤0.01%	1623

Other funds holding HUMA

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

V.M. Manning & Co Greenville, South Carolina $117M AUM

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return