Position in HUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,140,818
+$2,065,627 QoQ
Shares Held
7,907
+27.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 412 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. HUM ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
214,789 | $89,272,752 | |
| 2 | CI |
Cigna Group
|
176,905 | $48,769,170 | |
| 3 | CVS |
CVS HEALTH Corp
|
428,345 | $44,312,290 | |
| 4 | CNC |
Centene Corp
|
618,349 | $39,691,822 | |
| 5 | ELV |
Elevance Health, Inc.
|
34,065 | $13,173,957 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
52,673 | $12,046,315 | |
| 7 | HUM |
Humana Inc
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|
7,907 | $3,140,818 | |
| 8 | PGNY |
Progyny, Inc.
|
34,126 | $983,852 |
All Filings in HUM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,140,818 | 7,907 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,075,191 | 6,201 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,449,898 | 52,512 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,525,303 | 13,550 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,922,513 | 11,954 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,163,216 | 15,734 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,633,384 | 6,438 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,758,805 | 8,710 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,255,612 | 8,713 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,748,102 | 7,926 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,776,474 | 8,249 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,936,148 | 6,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,653,039 | 3,697 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $2,250,050 | 4,393 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $1,505,781 | 3,217 | Shares | Sole | 2022-07-18 | |
| 2020-06-30 | $1,492,837 | 3,850 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||