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Atria Wealth Solutions’s Humana HUM Stock Holding History

Atria Wealth Solutions’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 		$234K Buy
955
+89
+10% +$22.2K 0.01% 1285
2025
Q1 		$230K Sell
866
-744
-46% -$201K ﹤0.01% 1639
2024
Q4 		$409K Buy
1,610
+281
+21% +$75.4K ﹤0.01% 1376
2024
Q3 		$422K Sell
1,329
-1,759
-57% -$626K ﹤0.01% 1320
2024
Q2 		$1.15M Sell
3,088
-198
-6% -$66.9K 0.01% 831
2024
Q1 		$1.14M Buy
3,286
+129
+4% +$48.9K 0.01% 857
2023
Q4 		$1.45M Buy
3,157
+307
+11% +$151K 0.02% 721
2023
Q3 		$1.39M Sell
2,850
-299
-9% -$141K 0.02% 688
2023
Q2 		$1.41M Buy
3,149
+148
+5% +$74.5K 0.02% 707
2023
Q1 		$1.46M Buy
3,001
+258
+9% +$128K 0.02% 659
2022
Q4 		$1.41M Buy
2,743
+628
+30% +$330K 0.02% 625
2022
Q3 		$1.03M Buy
2,115
+1,380
+188% +$671K 0.02% 703
2022
Q2 		$344K Buy
735
+157
+27% +$69.9K 0.01% 1144
2022
Q1 		$252K Buy
+578
New +$242K ﹤0.01% 1420

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Atria Wealth Solutions's HUM Position: Q2 2025 in Review

Atria Wealth Solutions increased its Humana (HUM) stake by 10% in Q2 2025, buying an estimated $22.2K and bringing the position to 955 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1285.

Atria Wealth Solutions first reported a position in HUM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2023. 878 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Atria Wealth Solutions held 955 shares of Humana worth $234K as of Q2 2025.
  • Atria Wealth Solutions bought 89 Humana shares in Q2 2025, an estimated $22.2K.
  • Humana made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1285 holding.
  • Atria Wealth Solutions first reported a position in Humana in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Humana position peaked at $1.46M in Q1 2023.
  • 878 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.