Position in HUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$276,465
-$35,735 QoQ
Shares Held
696
-45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 919 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. HUM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
24,815 | $10,313,858 | |
| 2 | CVS |
CVS HEALTH Corp
|
74,542 | $7,711,369 | |
| 3 | CI |
Cigna Group
|
11,765 | $3,243,375 | |
| 4 | ELV |
Elevance Health, Inc.
|
5,972 | $2,309,551 | |
| 5 | CNC |
Centene Corp
|
25,982 | $1,667,784 | |
| 6 | PGNY |
Progyny, Inc.
|
12,356 | $356,223 | |
| 7 | HUM |
Humana Inc
This page
|
696 | $276,465 |
All Filings in HUM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,465 | 696 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $312,200 | 1,277 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $201,446 | 636 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $863,505 | 2,311 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $800,229 | 2,308 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,050,216 | 2,294 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,098,075 | 2,257 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,031,816 | 14,126 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,464,966 | 17,437 | Shares | Sole | 2023-06-05 | |
| 2022-06-30 | $391,306 | 836 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $355,098 | 816 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $349,286 | 753 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $266,567 | 685 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $357,275 | 807 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||