Position in HUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$239,126
+$19,543 QoQ
Shares Held
602
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#672
of 918 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. HUM ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
This page
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in HUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,126 | 602 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $219,583 | 844 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $279,681 | 883 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $336,285 | 900 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $285,697 | 824 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $303,070 | 662 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $322,076 | 662 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $306,284 | 685 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $324,772 | 669 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $402,069 | 785 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $335,266 | 691 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $300,032 | 641 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $273,721 | 629 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $261,617 | 564 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $222,688 | 503 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $210,044 | 501 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $209,237 | 510 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $209,428 | 506 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||