Whittier Trust’s Humana HUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.4K | Sell |
309
-95
| -24% | -$19.5K | ﹤0.01% | 818 |
|
|
2025
Q4 | $113K | Sell |
404
-11
| -3% | -$2.88K | ﹤0.01% | 710 |
|
|
2025
Q3 | $118K | Buy |
415
+11
| +3% | +$2.89K | ﹤0.01% | 689 |
|
|
2025
Q2 | $98.8K | Sell |
404
-29
| -7% | -$7.23K | ﹤0.01% | 798 |
|
|
2025
Q1 | $115K | Sell |
433
-364
| -46% | -$98.4K | ﹤0.01% | 752 |
|
|
2024
Q4 | $202K | Buy |
797
+23
| +3% | +$6.17K | ﹤0.01% | 661 |
|
|
2024
Q3 | $245K | Hold |
774
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $289K | Sell |
774
-5
| -0.6% | -$1.69K | ﹤0.01% | 577 |
|
|
2024
Q1 | $270K | Hold |
779
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $357K | Sell |
779
-29
| -4% | -$14.3K | 0.01% | 537 |
|
|
2023
Q3 | $393K | Buy |
808
+77
| +11% | +$36.2K | 0.01% | 513 |
|
|
2023
Q2 | $327K | Sell |
731
-24
| -3% | -$12.1K | 0.01% | 538 |
|
|
2023
Q1 | $367K | Buy |
755
+609
| +417% | +$301K | 0.01% | 526 |
|
|
2022
Q4 | $74.8K | Hold |
146
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $71K | Sell |
146
-3
| -2% | -$1.46K | ﹤0.01% | 898 |
|
|
2022
Q2 | $70K | Buy |
149
+16
| +12% | +$7.12K | ﹤0.01% | 889 |
|
|
2022
Q1 | $58K | Buy |
133
+22
| +20% | +$9.2K | ﹤0.01% | 938 |
|
|
2021
Q4 | $51K | Buy |
111
+104
| +1,486% | +$46K | ﹤0.01% | 975 |
|
|
2021
Q3 | $3K | Sell |
7
-19
| -73% | -$8.06K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $12K | Hold |
26
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q1 | $11K | Sell |
26
-15
| -37% | -$5.99K | ﹤0.01% | 1239 |
|
|
2020
Q4 | $17K | Sell |
41
-3
| -7% | -$1.25K | ﹤0.01% | 1076 |
|
|
2020
Q3 | $18K | Sell |
44
-100
| -69% | -$40.2K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $56K | Hold |
144
| – | – | ﹤0.01% | 771 |
|
|
2020
Q1 | $45K | Buy |
144
+41
| +40% | +$13.8K | ﹤0.01% | 838 |
|
|
2019
Q4 | $38K | Buy |
103
+3
| +3% | +$952 | ﹤0.01% | 903 |
|
|
2019
Q3 | $26K | Hold |
100
| – | – | ﹤0.01% | 972 |
|
|
2019
Q2 | $27K | Buy |
+100
| New | +$25.4K | ﹤0.01% | 898 |
|
|
2016
Q3 | – | Sell |
-86
| Closed | -$15K | – | 1197 |
|
|
2016
Q2 | $15K | Hold |
86
| – | – | ﹤0.01% | 923 |
|
|
2016
Q1 | $16K | Hold |
86
| – | – | ﹤0.01% | 903 |
|
|
2015
Q4 | $15K | Hold |
86
| – | – | ﹤0.01% | 907 |
|
|
2015
Q3 | $15K | Hold |
86
| – | – | ﹤0.01% | 895 |
|
|
2015
Q2 | $16K | Hold |
86
| – | – | ﹤0.01% | 944 |
|
|
2015
Q1 | $15K | Buy |
+86
| New | +$13.6K | ﹤0.01% | 941 |
|
Other funds holding HUM
VCM
VPM
SC
Whittier Trust's HUM Position: Q1 2026 in Review
Whittier Trust reduced its Humana (HUM) stake by 24% in Q1 2026, selling an estimated $19.5K and leaving 309 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #818.
Whittier Trust first reported a position in HUM in Q1 2015 and has held it in 34 quarters since. The position peaked at $393K in Q3 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.
- Whittier Trust held 309 shares of Humana worth $56.4K as of Q1 2026.
- Whittier Trust sold 95 Humana shares in Q1 2026, an estimated $19.5K.
- Humana made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #818 holding.
- Whittier Trust first reported a position in Humana in Q1 2015 and has held it in 34 quarters since.
- Whittier Trust's Humana position peaked at $393K in Q3 2023.
- 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.