AWM
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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 0.14% 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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adams Wealth Management's HUM Position: Q1 2025 in Review

Adams Wealth Management sold out of Humana (HUM) in Q1 2025, closing a stake of 9,717 shares — an estimated $2.47M sold.

Adams Wealth Management first reported a position in HUM in Q2 2020 and held it in 19 quarters. The position peaked at $2.76M in Q2 2024. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Adams Wealth Management reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Adams Wealth Management sold 9,717 Humana shares in Q1 2025, an estimated $2.47M.
  • Adams Wealth Management first reported a position in Humana in Q2 2020 and held it in 19 quarters.
  • Adams Wealth Management's Humana position peaked at $2.76M in Q2 2024.
  • 902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.