AWM
HUM icon

Adams Wealth Management’s Humana HUM Stock Holding History

Adams 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
Q1 		– Sell
-9,717
Closed -$2.47M – 149
2024
Q4 		$2.47M Buy
9,717
+1,899
+24% +$509K 0.47% 51
2024
Q3 		$2.48M Buy
7,818
+422
+6% +$150K 0.53% 43
2024
Q2 		$2.76M Buy
7,396
+1,427
+24% +$482K 0.64% 33
2024
Q1 		$2.07M Buy
5,969
+2,455
+70% +$930K 0.5% 46
2023
Q4 		$1.61M Buy
3,514
+640
+22% +$315K 0.48% 45
2023
Q3 		$1.4M Buy
2,874
+410
+17% +$193K 0.47% 32
2023
Q2 		$1.1M Buy
2,464
+357
+17% +$180K 0.34% 52
2023
Q1 		$1.02M Buy
2,107
+474
+29% +$234K 0.33% 54
2022
Q4 		$836K Buy
1,633
+112
+7% +$58.9K 0.3% 44
2022
Q3 		$738K Buy
1,521
+167
+12% +$81.2K 0.28% 39
2022
Q2 		$634K Buy
1,354
+215
+19% +$95.7K 0.24% 43
2022
Q1 		$496K Buy
1,139
+90
+9% +$37.6K 0.16% 55
2021
Q4 		$487K Buy
1,049
+264
+34% +$117K 0.16% 59
2021
Q3 		$305K Buy
785
+32
+4% +$13.6K 0.12% 65
2021
Q2 		$333K Buy
753
+43
+6% +$18.8K 0.14% 60
2021
Q1 		$298K Buy
710
+94
+15% +$37.5K 0.14% 60
2020
Q4 		$253K Sell
616
-7
-1% -$2.91K 0.16% 55
2020
Q3 		$258K Sell
623
-13
-2% -$5.23K 0.2% 47
2020
Q2 		$247K Buy
+636
New +$238K 0.25% 59

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return