Wealthspire Advisors (New York)’s Humana HUM Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-1,115	Closed	-$285K	–	1011
2025 Q4	$285K	Buy	1,115 +963	+634%	+$252K	﹤0.01%	817
2025 Q3	$39.7K	Buy	+152	New	+$40K	﹤0.01%	1338
2023 Q4	–	Sell	-420	Closed	-$204K	–	650
2023 Q3	$204K	Buy	+420	New	+$197K	﹤0.01%	559
2023 Q2	–	Sell	-454	Closed	-$220K	–	566
2023 Q1	$220K	Sell	454 -354	-44%	-$175K	﹤0.01%	490
2022 Q4	$414K	Buy	+808	New	+$425K	0.01%	403
2021 Q2	–	Sell	-1,484	Closed	-$622K	–	504
2021 Q1	$622K	Buy	1,484 +210	+16%	+$83.8K	0.01%	340
2020 Q4	$523K	Buy	1,274 +373	+41%	+$155K	0.02%	298
2020 Q3	$373K	Sell	901 -3	-0.3%	-$1.21K	0.02%	210
2020 Q2	$351K	Sell	904 -328	-27%	-$123K	0.02%	187
2020 Q1	$387K	Buy	+1,232	New	+$416K	0.02%	335
2019 Q1	–	Sell	-163	Closed	-$47K	–	383
2018 Q4	$47K	Buy	+163	New	+$51.7K	﹤0.01%	193

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s HUM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Humana (HUM) in Q1 2026, closing a stake of 1,115 shares — an estimated $285K sold.

Wealthspire Advisors (New York) first reported a position in HUM in Q4 2018 and held it in 11 quarters. The position peaked at $622K in Q1 2021. 780 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,115 Humana shares in Q1 2026, an estimated $285K.
Wealthspire Advisors (New York) first reported a position in Humana in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s Humana position peaked at $622K in Q1 2021.
780 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.