Position in HUM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,285,206
+$1,644,010 QoQ
Shares Held
5,753
+55.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#347
of 919 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $44,871,549 across 7 Healthcare Plans names. HUM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
56,842 | $23,625,240 | |
| 2 | ELV |
Elevance Health, Inc.
|
16,432 | $6,354,747 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,759 | $5,768,268 | |
| 4 | CI |
Cigna Group
|
12,092 | $3,333,522 | |
| 5 | CNC |
Centene Corp
|
37,577 | $2,412,067 | |
| 6 | HUM |
Humana Inc
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|
5,753 | $2,285,206 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
4,777 | $1,092,499 |
All Filings in HUM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,285,206 | 5,753 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $641,196 | 3,698 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,558,294 | 6,084 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,329,208 | 5,109 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $926,579 | 3,790 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $472,311 | 1,785 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $487,884 | 1,923 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $762,709 | 2,408 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $872,099 | 2,334 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $562,033 | 1,621 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,121,634 | 2,450 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $808,596 | 1,662 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $693,945 | 1,552 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $774,308 | 1,595 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $750,358 | 1,465 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $365,348 | 753 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $373,519 | 798 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $267,629 | 615 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $239,815 | 517 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||