Position in HUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,029,991
+$653,735 QoQ
Shares Held
2,593
+19.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#442
of 919 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $24,507,627 across 7 Healthcare Plans names. HUM ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
35,948 | $14,941,066 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,465 | $2,427,454 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,074 | $2,348,997 | |
| 4 | CI |
Cigna Group
|
7,285 | $2,008,328 | |
| 5 | CNC |
Centene Corp
|
17,671 | $1,134,301 | |
| 6 | HUM |
Humana Inc
This page
|
2,593 | $1,029,991 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
2,700 | $617,490 |
All Filings in HUM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,991 | 2,593 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $376,256 | 2,170 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $373,181 | 1,457 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $631,432 | 2,427 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $445,442 | 1,822 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $640,596 | 2,421 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $679,181 | 2,677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,050,943 | 3,318 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $973,731 | 2,606 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $591,851 | 1,707 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $794,300 | 1,735 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $824,651 | 1,695 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $807,069 | 1,805 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $932,083 | 1,920 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $942,429 | 1,840 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $747,507 | 1,597 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $590,090 | 1,356 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $702,747 | 1,515 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $245,164 | 630 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $275,814 | 623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $245,680 | 586 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $273,239 | 666 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $199,908 | 483 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||