HOWE & RUSLING INC

Position in HUM — Humana Inc

CIK 769963 ROCHESTER, NY

Position in HUM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$209,732

+$8,919 QoQ

Shares Held

528

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#697

of 918 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Healthcare · as of Jun 30, 2026

HOWE & RUSLING INC holds $19,755,153 across 4 Healthcare Plans names. HUM ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	45,974	$17,779,524
2	UNH	Unitedhealth Group Inc	3,565	$1,481,720
3	CVS	CVS HEALTH Corp	2,747	$284,177
4	HUM	Humana Inc This page	528	$209,732

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,732	528	-16.7%	Shares	Sole	2026-08-10
2024-09-30	$200,813	634	+2.4%	Shares	Sole	2024-11-08
2024-06-30	$231,289	619	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$210,112	606	-42.9%	Shares	Sole	2024-05-15
2023-12-31	$485,736	1,061	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$509,872	1,048	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$466,803	1,044	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$507,791	1,046	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$538,311	1,051	+1776.8%	Shares	Sole	2023-02-15
2022-09-30	$27,170	56	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$25,743	55	+83.3%	Shares	Sole	2022-08-15
2022-03-31	$13,055	30	+36.4%	Shares	Sole	2022-05-10
2021-12-31	$10,204	22	0.0%	Shares	Sole	2022-02-14
2021-09-30	$8,561	22	0.0%	Shares	Sole	2021-11-15
2021-06-30	$9,739	22	-4.3%	Shares	Sole	2021-08-13
2021-03-31	$9,642	23	-11.5%	Shares	Sole	2021-05-13
2020-12-31	$10,667	26	+188.9%	Shares	Sole	2021-02-08
2020-09-30	$3,725	9	+12.5%	Shares	Sole	2020-11-06
2020-06-30	$3,102	8	-20.0%	Shares	Sole	2020-07-15
2020-03-31	$3,140	10	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.