Position in HUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$243,098
-$250,233 QoQ
Shares Held
612
-39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#668
of 919 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. HUM ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
5,943 | $2,470,089 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,757 | $1,112,811 | |
| 3 | CNC |
Centene Corp
|
15,182 | $974,532 | |
| 4 | CI |
Cigna Group
|
3,038 | $837,515 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
16,195 | $385,602 | |
| 6 | HUM |
Humana Inc
This page
|
612 | $243,098 | |
| 7 | ELV |
Elevance Health, Inc.
|
546 | $211,154 |
All Filings in HUM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,098 | 612 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $493,331 | 1,014 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $539,238 | 1,206 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $599,057 | 1,234 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $639,213 | 1,248 | Shares | Defined | 2023-02-14 | |
| 2021-09-30 | $559,986 | 1,439 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $638,844 | 1,443 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $571,437 | 1,363 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $519,812 | 1,267 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||