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Humana shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Humana (HUM) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Humana

Tip: Access up to 7 years of quarterly data

All positions including Humana held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Humana by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $548k 1.7k 316.74
2024-06-30 $647k 1.7k 373.65

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Humana

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Dodge & Cox
Citadel Advisors
Eagle Capital Management
Jpmorgan Chase & Co
Geode Capital Management
Pzena Investment Management
Susquehanna International
Davis Selected Advisers
T. Rowe Price Associates
Morgan Stanley
Invesco

View all funds holding Humana