Position in HUM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,874
+$11,979 QoQ
Shares Held
45
+32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#800
of 918 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,275,182 across 10 Healthcare Plans names. HUM ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
7,108 | $456,262 | |
| 2 | UNH |
Unitedhealth Group Inc
|
712 | $295,928 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
988 | $225,955 | |
| 4 | CVS |
CVS HEALTH Corp
|
1,085 | $112,243 | |
| 5 | CI |
Cigna Group
|
330 | $90,974 | |
| 6 | ELV |
Elevance Health, Inc.
|
160 | $61,876 | |
| 7 | HUM |
Humana Inc
This page
|
45 | $17,874 | |
| 8 | PGNY |
Progyny, Inc.
|
232 | $6,688 |
All Filings in HUM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,874 | 45 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,895 | 34 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,623 | 61 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $105,889 | 407 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,604 | 117 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $123,568 | 467 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,281 | 76 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,384 | 17 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $747 | 2 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $693 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $915 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $973 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $894 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $970 | 2 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,024 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||