Position in HUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$807,548
+$497,701 QoQ
Shares Held
2,033
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#480
of 919 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kestra Advisory Services, LLC holds $77,299,071 across 9 Healthcare Plans names. HUM ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
128,838 | $53,548,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
79,149 | $8,187,964 | |
| 3 | CI |
Cigna Group
|
27,280 | $7,520,550 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,553 | $3,307,701 | |
| 5 | CNC |
Centene Corp
|
46,469 | $2,982,845 | |
| 6 | HUM |
Humana Inc
This page
|
2,033 | $807,548 | |
| 7 | OSCR |
Oscar Health, Inc.
|
19,680 | $561,273 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,380 | $315,606 |
All Filings in HUM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,548 | 2,033 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $309,847 | 1,787 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $528,140 | 2,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $534,909 | 2,056 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $544,212 | 2,226 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $279,417 | 1,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $638,334 | 2,516 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $806,736 | 2,547 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,570,450 | 4,203 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,437,501 | 4,146 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,543,277 | 3,371 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,723,253 | 3,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,408,906 | 3,151 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,821,445 | 3,752 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,917,946 | 5,697 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,204,703 | 4,544 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,929,182 | 6,258 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,729,800 | 3,975 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,897,187 | 4,090 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,993,615 | 5,123 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,137,894 | 4,829 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,981,375 | 4,726 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,417,072 | 3,454 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $15,727 | 38 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||