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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
Q2 		– Sell
-8
Closed -$1.39K – 842
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whipplewood Advisors's HUM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Humana (HUM) in Q2 2026, closing a stake of 8 shares — an estimated $1.39K sold.

Whipplewood Advisors first reported a position in HUM in Q4 2024 and held it in 5 quarters. The position peaked at $6.09K in Q1 2025. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Whipplewood Advisors reported no remaining Humana position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Humana shares in Q2 2026, an estimated $1.39K.
  • Whipplewood Advisors first reported a position in Humana in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Humana position peaked at $6.09K in Q1 2025.
  • 928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.