Position in HUM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$536,644
New position
Shares Held
1,351
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 919 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $9,153,147 across 7 Healthcare Plans names. HUM ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,258 | $3,432,272 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,110 | $2,390,729 | |
| 3 | ELV |
Elevance Health, Inc.
|
2,395 | $926,218 | |
| 4 | CI |
Cigna Group
|
3,008 | $829,245 | |
| 5 | CNC |
Centene Corp
|
11,390 | $731,124 | |
| 6 | HUM |
Humana Inc
This page
|
1,351 | $536,644 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,342 | $306,915 |
All Filings in HUM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,644 | 1,351 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||