KINGSWOOD WEALTH ADVISORS, LLC

Position in HUM — Humana Inc

CIK 1987855 SAN DIEGO, CA

Position in HUM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,534,263

+$1,446,588 QoQ

Shares Held

6,380

+1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#333

of 919 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. HUM ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	9,283	$3,858,293
2	HUM	Humana Inc This page	6,380	$2,534,263
3	ELV	Elevance Health, Inc.	6,550	$2,533,081
4	CVS	CVS HEALTH Corp	14,847	$1,535,922
5	OSCR	Oscar Health, Inc.	53,783	$1,533,891
6	CI	Cigna Group	4,852	$1,337,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,534,263	6,380	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$1,087,675	6,273	-2.6%	Shares	Sole	2026-04-28
2025-12-31	$1,649,477	6,440	-3.1%	Shares	Sole	2026-01-28
2025-09-30	$1,729,349	6,647	-18.3%	Shares	Sole	2025-10-23
2025-06-30	$1,989,089	8,136	-4.2%	Shares	Sole	2025-07-23
2025-03-31	$2,247,777	8,495	-9.4%	Shares	Sole	2025-07-25
2024-12-31	$2,379,546	9,379	+23.0%	Shares	Sole	2025-01-22
2024-09-30	$2,416,092	7,628	+0.6%	Shares	Sole	2024-10-21
2024-06-30	$2,832,267	7,580	+62.4%	Shares	Sole	2024-07-09
2024-03-31	$1,618,488	4,668	-41.7%	Shares	Sole	2024-04-15
2023-12-31	$3,664,311	8,004	+7.7%	Shares	Sole	2024-01-16
2023-09-30	$3,614,357	7,429	+0.0%	Shares	Sole	2023-10-24
2023-06-30	$3,320,834	7,427	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.