Waverly Advisors’s Humana HUM Stock Holding History

Waverly 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 Q2	$622K	Buy	+1,566	New	+$446K	﹤0.01%	1071
2026 Q1	–	Sell	-1,354	Closed	-$347K	–	1647
2025 Q4	$347K	Sell	1,354 -13	-1%	-$3.41K	﹤0.01%	1152
2025 Q3	$356K	Buy	1,367 +228	+20%	+$60K	﹤0.01%	977
2025 Q2	$278K	Buy	1,139 +95	+9%	+$23.7K	﹤0.01%	1000
2025 Q1	$276K	Buy	1,044 +208	+25%	+$56.3K	﹤0.01%	947
2024 Q4	$212K	Buy	+836	New	+$224K	﹤0.01%	910
2024 Q1	–	Sell	-7,594	Closed	-$3.48M	–	700
2023 Q4	$3.48M	Buy	+7,594	New	+$3.74M	0.13%	105
2018 Q4	–	Sell	-918	Closed	-$311K	–	161
2018 Q3	$311K	Hold	918	–	–	0.05%	147
2018 Q2	$273K	Hold	918	–	–	0.04%	153
2018 Q1	$247K	Sell	918 -793	-46%	-$215K	0.04%	154
2017 Q4	$424K	Hold	1,711	–	–	0.06%	156
2017 Q3	$417K	Buy	+1,711	New	+$419K	0.09%	148

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's HUM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Humana (HUM) in Q2 2026: 1,566 shares worth $622K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in HUM as recently as Q4 2025.

Waverly Advisors first reported a position in HUM in Q3 2017 and has held it in 12 quarters since. The position peaked at $3.48M in Q4 2023. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Waverly Advisors held 1,566 shares of Humana worth $622K as of Q2 2026.
Humana was a new Waverly Advisors position in Q2 2026.
Humana made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1071 holding.
Waverly Advisors first reported a position in Humana in Q3 2017 and has held it in 12 quarters since.
Waverly Advisors's Humana position peaked at $3.48M in Q4 2023.
925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.