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Willner & Heller’s Humana HUM Stock Holding History

Willner & Heller’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
-2,141
Closed -$548K – 164
2025
Q4 		$548K Sell
2,141
-250
-10% -$65.5K 0.39% 82
2025
Q3 		$622K Buy
2,391
+211
+10% +$55.5K 0.48% 67
2025
Q2 		$533K Buy
2,180
+415
+24% +$103K 0.45% 77
2025
Q1 		$467K Sell
1,765
-237
-12% -$64.1K 0.43% 83
2024
Q4 		$508K Buy
2,002
+440
+28% +$118K 0.44% 74
2024
Q3 		$495K Buy
1,562
+229
+17% +$81.5K 0.44% 77
2024
Q2 		$498K Sell
1,333
-1,098
-45% -$371K 0.48% 66
2024
Q1 		$843K Buy
2,431
+300
+14% +$114K 0.84% 37
2023
Q4 		$976K Buy
+2,131
New +$1.05M 1.09% 25
2022
Q4 		$988K Buy
1,929
+2
+0.1% +$1.05K 1.4% 15
2022
Q3 		$935K Sell
1,927
-28
-1% -$13.6K 1.51% 14
2022
Q2 		$915K Buy
1,955
+458
+31% +$204K 1.42% 16
2022
Q1 		$694K Buy
1,497
+105
+8% +$43.9K 0.85% 38
2021
Q4 		$542K Buy
+1,392
New +$616K 0.72% 47

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 $3.37T AUM 44.26% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Willner & Heller's HUM Position: Q1 2026 in Review

Willner & Heller sold out of Humana (HUM) in Q1 2026, closing a stake of 2,141 shares — an estimated $548K sold.

Willner & Heller first reported a position in HUM in Q4 2021 and held it in 14 quarters. The position peaked at $988K in Q4 2022. 784 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Willner & Heller reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
  • Willner & Heller sold 2,141 Humana shares in Q1 2026, an estimated $548K.
  • Willner & Heller first reported a position in Humana in Q4 2021 and held it in 14 quarters.
  • Willner & Heller's Humana position peaked at $988K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.