Position in HUM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,178,948
+$665,714 QoQ
Shares Held
2,968
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#423
of 919 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,304,491 across 7 Healthcare Plans names. HUM ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
163,859 | $68,104,716 | |
| 2 | ELV |
Elevance Health, Inc.
|
4,421 | $1,709,733 | |
| 3 | HUM |
Humana Inc
This page
|
2,968 | $1,178,948 | |
| 4 | CI |
Cigna Group
|
2,628 | $724,487 | |
| 5 | CVS |
CVS HEALTH Corp
|
5,340 | $552,423 | |
| 6 | CNC |
Centene Corp
|
529 | $33,956 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in HUM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,178,948 | 2,968 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $513,234 | 2,960 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $775,817 | 3,029 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $978,239 | 3,760 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $956,161 | 3,911 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,037,496 | 3,921 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,026,256 | 4,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,283,430 | 4,052 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,542,053 | 4,127 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,783,874 | 5,145 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,354,059 | 5,142 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,505,578 | 5,150 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,302,719 | 5,150 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $26,700 | 55 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $28,170 | 55 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $26,685 | 55 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $29,488 | 63 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $23,934 | 55 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $21,403 | 55 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $44,714 | 101 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $42,344 | 101 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $41,437 | 101 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $39,319 | 95 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $36,836 | 95 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $29,831 | 95 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||