Position in HUM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$370,209
+$108,701 QoQ
Shares Held
932
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 919 holders
Holding Since
Sep 2021
18 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, 2026OneDigital Investment Advisors LLC holds $47,238,638 across 7 Healthcare Plans names. HUM ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
54,979 | $22,850,921 | |
| 2 | CVS |
CVS HEALTH Corp
|
159,641 | $16,514,861 | |
| 3 | CI |
Cigna Group
|
14,179 | $3,908,866 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,013 | $3,098,867 | |
| 5 | HUM |
Humana Inc
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|
932 | $370,209 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,283 | $293,422 | |
| 7 | CNC |
Centene Corp
|
3,139 | $201,492 |
All Filings in HUM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,209 | 932 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $261,508 | 1,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $273,438 | 1,051 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $370,631 | 1,516 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $348,478 | 1,317 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $282,379 | 1,113 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $368,685 | 1,164 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $464,820 | 1,244 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $347,066 | 1,001 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $816,733 | 1,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $491,385 | 1,010 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $715,855 | 1,601 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $767,026 | 1,580 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $865,601 | 1,690 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $739,429 | 1,524 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $711,934 | 1,521 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $566,591 | 1,302 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $251,780 | 647 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||