Circle Wealth Management, LLC

Position in HUM — Humana Inc

CIK 1578242 SUMMIT, NJ

Position in HUM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$832,573

+$566,246 QoQ

Shares Held

2,096

+36.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#476

of 919 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Circle Wealth Management, LLC holds $3,804,686 across 4 Healthcare Plans names. HUM ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	5,629	$2,339,581
2	HUM	Humana Inc This page	2,096	$832,573
3	ELV	Elevance Health, Inc.	931	$360,045
4	CVS	CVS HEALTH Corp	2,634	$272,487

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$832,573	2,096	+36.5%	Shares	Sole	2026-08-12
2026-03-31	$266,327	1,536	-12.5%	Shares	Sole	2026-05-12
2025-12-31	$449,508	1,755	-14.6%	Shares	Sole	2026-02-13
2025-09-30	$534,909	2,056	-1.1%	Shares	Sole	2025-11-14
2025-06-30	$508,029	2,078	+29.3%	Shares	Sole	2025-08-14
2025-03-31	$425,212	1,607	-7.2%	Shares	Sole	2025-05-14
2024-09-30	$548,276	1,731	0.0%	Shares	Sole	2024-11-14
2024-06-30	$646,788	1,731	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.