EXENCIAL WEALTH ADVISORS, LLC

Position in HUM — Humana Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in HUM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,119,232

-$516,158 QoQ

Shares Held

6,455

+1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $12,759,293 across 5 Healthcare Plans names. HUM ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	24,425	$6,609,160
2	CVS	CVS HEALTH Corp	38,212	$2,744,385
3	CI	Cigna Group	6,559	$1,749,613
4	HUM	Humana Inc This page	6,455	$1,119,232
5	ELV	Elevance Health, Inc.	1,834	$536,903

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,119,232	6,455	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$1,635,390	6,385	-7.5%	Shares	Sole	2026-01-30
2025-09-30	$1,796,473	6,905	+2.9%	Shares	Sole	2025-10-27
2025-06-30	$1,640,460	6,710	-4.1%	Shares	Sole	2025-07-30
2025-03-31	$1,852,200	7,000	-12.7%	Shares	Sole	2025-05-09
2024-12-31	$2,034,246	8,018	-3.6%	Shares	Sole	2025-02-06
2024-09-30	$2,635,276	8,320	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$3,151,364	8,434	+3.9%	Shares	Sole	2024-08-12
2024-03-31	$2,814,672	8,118	+1188.6%	Shares	Sole	2024-05-10
2023-12-31	$288,420	630	-48.9%	Shares	Sole	2024-02-13
2023-09-30	$600,365	1,234	+103.6%	Shares	Sole	2023-11-08
2023-06-30	$270,960	606	-38.5%	Shares	Sole	2023-08-10
2023-03-31	$478,178	985	+69.2%	Shares	Sole	2023-05-02
2022-12-31	$298,094	582	+4.1%	Shares	Sole	2023-02-14
2022-09-30	$271,221	559	-0.7%	Shares	Sole	2022-11-08
2022-06-30	$263,523	563	+2.4%	Shares	Sole	2022-08-11
2022-03-31	$239,343	550	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$254,659	549	-1.3%	Shares	Sole	2022-02-10
2021-09-30	$216,367	556	+1.3%	Shares	Sole	2021-11-04
2021-06-30	$243,053	549	0.0%	Shares	Sole	2021-08-16
2021-03-31	$230,168	549	0.0%	Shares	Sole	2021-05-06
2020-12-31	$225,238	549	-51.5%	Shares	Sole	2021-02-11
2020-09-30	$468,523	1,132	+94.2%	Shares	Sole	2020-11-13
2020-06-30	$226,058	583	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.