Position in HUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,395,831
+$845,492 QoQ
Shares Held
3,514
+10.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#391
of 919 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $82,661,702 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
|
94,610 | $39,322,754 | |
| 2 | CVS |
CVS HEALTH Corp
|
182,038 | $18,831,831 | |
| 3 | CI |
Cigna Group
|
37,264 | $10,272,939 | |
| 4 | ELV |
Elevance Health, Inc.
|
16,949 | $6,554,686 | |
| 5 | CNC |
Centene Corp
|
42,527 | $2,729,808 | |
| 6 | OSCR |
Oscar Health, Inc.
|
94,411 | $2,692,601 | |
| 7 | HUM |
Humana Inc
This page
|
3,514 | $1,395,831 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,704 | $847,104 |
All Filings in HUM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,831 | 3,514 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $550,339 | 3,174 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $439,519 | 1,716 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $479,233 | 1,842 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $532,232 | 2,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $455,641 | 1,722 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $819,990 | 3,232 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,320,172 | 4,168 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,235,921 | 5,984 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,432,993 | 4,133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,017,110 | 4,406 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,010,300 | 4,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,771,529 | 3,962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,958,345 | 4,034 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,242,367 | 4,378 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,573,956 | 3,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,329,786 | 2,841 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,134,137 | 2,445 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $436,237 | 1,121 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $432,094 | 976 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $337,077 | 804 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $315,907 | 770 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $345,598 | 835 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $317,179 | 818 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $270,685 | 862 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||