Position in HUM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,185,901
+$1,402,699 QoQ
Shares Held
5,503
+21.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#351
of 918 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $50,686,812 across 7 Healthcare Plans names. HUM ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
58,523 | $24,323,914 | |
| 2 | ELV |
Elevance Health, Inc.
|
23,866 | $9,229,698 | |
| 3 | CI |
Cigna Group
|
20,629 | $5,687,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
47,828 | $4,947,806 | |
| 5 | CNC |
Centene Corp
|
45,774 | $2,938,233 | |
| 6 | HUM |
Humana Inc
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|
5,503 | $2,185,901 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6,009 | $1,374,258 |
All Filings in HUM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,185,901 | 5,503 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $783,202 | 4,517 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,023,239 | 3,995 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,042,761 | 4,008 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $926,334 | 3,789 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $999,129 | 3,776 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $855,002 | 3,370 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,116,825 | 3,526 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,403,429 | 3,756 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,124,412 | 3,243 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,378,923 | 3,012 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,616,219 | 3,322 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,395,492 | 3,121 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,538,908 | 3,170 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,535,545 | 2,998 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,393,465 | 2,872 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,303,106 | 2,784 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,043,972 | 2,399 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $990,341 | 2,135 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||