Aptus Capital Advisors’s Humana HUM Stock Holding History

Aptus Capital Advisors’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
2026 Q1	–	Sell	-1,146	Closed	-$294K	–	1729
2025 Q4	$294K	Sell	1,146 -52	-4%	-$13.6K	﹤0.01%	892
2025 Q3	$312K	Sell	1,198 -145	-11%	-$38.1K	﹤0.01%	831
2025 Q2	$328K	Buy	1,343 +385	+40%	+$96K	﹤0.01%	798
2025 Q1	$253K	Buy	958 +99	+12%	+$26.8K	﹤0.01%	814
2024 Q4	$218K	Buy	859 +92	+12%	+$24.7K	﹤0.01%	871
2024 Q3	$243K	Buy	767 +29	+4%	+$10.3K	﹤0.01%	715
2024 Q2	$276K	Sell	738 -1	-0.1%	-$338	0.01%	639
2024 Q1	$256K	Buy	739 +204	+38%	+$77.3K	0.01%	672
2023 Q4	$245K	Sell	535 -30	-5%	-$14.8K	0.01%	502
2023 Q3	$275K	Buy	+565	New	+$266K	0.01%	493
2023 Q1	–	Sell	-2,974	Closed	-$1.52M	–	836
2022 Q4	$1.52M	Buy	+2,974	New	+$1.56M	0.05%	236

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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