Position in HUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$96,127
+$81,563 QoQ
Shares Held
242
+188.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 918 holders
Holding Since
Mar 2021
19 quarters on record
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. HUM ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
17,949 | $7,460,141 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,060 | $3,523,506 | |
| 3 | CI |
Cigna Group
|
2,917 | $804,158 | |
| 4 | HUM |
Humana Inc
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|
242 | $96,127 | |
| 5 | ELV |
Elevance Health, Inc.
|
197 | $76,185 | |
| 6 | CNC |
Centene Corp
|
253 | $16,240 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
49 | $11,206 | |
| 8 | OSCR |
Oscar Health, Inc.
|
389 | $11,094 |
All Filings in HUM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,127 | 242 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,564 | 84 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $87,084 | 340 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,516,270 | 5,828 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,935 | 57 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,096,425 | 7,923 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,133 | 36 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,837 | 50 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,056 | 51 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,255 | 44 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $16,938 | 37 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,838 | 12 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $434,163 | 971 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $468,954 | 966 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $20,487 | 40 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $397,370 | 819 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,808 | 6 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $30,150 | 65 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $117,390 | 280 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||