4WM
HUM icon

44 Wealth Management’s Humana HUM Stock Holding History

44 Wealth Management’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,567
Closed -$679K – 195
2025
Q1 		$679K Buy
2,567
+896
+54% +$242K 0.25% 115
2024
Q4 		$424K Sell
1,671
-732
-30% -$196K 0.16% 143
2024
Q3 		$622K Buy
+2,403
New +$855K 0.22% 121
2023
Q2 		$520K Sell
1,162
-415
-26% -$209K 0.18% 104
2023
Q1 		$766K Sell
1,577
-15
-0.9% -$7.42K 0.26% 84
2022
Q4 		$815K Sell
1,592
-397
-20% -$209K 0.28% 84
2022
Q3 		$965K Sell
1,989
-677
-25% -$329K 0.4% 68
2022
Q2 		$1.25M Buy
2,666
+508
+24% +$226K 0.48% 56
2022
Q1 		$939K Buy
2,158
+42
+2% +$17.6K 0.34% 82
2021
Q4 		$982K Sell
2,116
-56
-3% -$24.8K 0.34% 72
2021
Q3 		$845K Buy
2,172
+643
+42% +$273K 0.32% 78
2021
Q2 		$677K Buy
1,529
+106
+7% +$46.3K 0.26% 89
2021
Q1 		$597K Buy
+1,423
New +$568K 0.25% 89

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return