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Whipplewood Advisors’s Humana HUM Stock Holding History

Whipplewood 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
Q1 		$1.39K Buy
8
+6
+300% +$1.23K ﹤0.01% 836
2025
Q4 		$512 Buy
+2
New +$524 ﹤0.01% 458
2025
Q3 		– Sell
-19
Closed -$4.64K – 710
2025
Q2 		$4.64K Sell
19
-151
-89% -$37.6K ﹤0.01% 710
2025
Q1 		$6.09K Buy
170
+147
+639% +$39.8K ﹤0.01% 659
2024
Q4 		$5.83K Buy
+23
New +$6.17K ﹤0.01% 662

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Whipplewood Advisors's HUM Position: Q1 2026 in Review

Whipplewood Advisors increased its Humana (HUM) stake by 300% in Q1 2026, buying an estimated $1.23K and bringing the position to 8 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Whipplewood Advisors first reported a position in HUM in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.09K in Q1 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Whipplewood Advisors held 8 shares of Humana worth $1.39K as of Q1 2026.
  • Whipplewood Advisors bought 6 Humana shares in Q1 2026, an estimated $1.23K.
  • Humana made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #836 holding.
  • Whipplewood Advisors first reported a position in Humana in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Humana position peaked at $6.09K in Q1 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.