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Accredited Wealth Management’s Humana HUM Stock Holding History

Accredited 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
Q3 		$95.3K Sell
3
-362
-99% -$95.2K 0.07% 100
2025
Q2 		$89.6K Sell
365
-20
-5% -$4.99K 0.07% 103
2025
Q1 		$102K Sell
385
-10
-3% -$2.71K 0.09% 86
2024
Q4 		$101K Buy
+395
New +$106K 0.09% 98

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Accredited Wealth Management's HUM Position: Q3 2025 in Review

Accredited Wealth Management reduced its Humana (HUM) stake by 99% in Q3 2025, selling an estimated $95.2K and leaving 3 shares worth $95.3K. The position accounts for 0.07% of the portfolio, ranked #100.

Accredited Wealth Management first reported a position in HUM in Q4 2024 and has held it in 4 quarters since. The position peaked at $102K in Q1 2025. 890 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Accredited Wealth Management held 3 shares of Humana worth $95.3K as of Q3 2025.
  • Accredited Wealth Management sold 362 Humana shares in Q3 2025, an estimated $95.2K.
  • Humana made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #100 holding.
  • Accredited Wealth Management first reported a position in Humana in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Humana position peaked at $102K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.