AWM
HUM icon

Atticus Wealth Management’s Humana HUM Stock Holding History

Atticus 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 		– Sell
-30
Closed -$7.33K – 383
2025
Q2 		$7.33K Hold
30
– – ﹤0.01% 504
2025
Q1 		$7.94K Hold
30
– – ﹤0.01% 398
2024
Q4 		$7.61K Hold
30
– – ﹤0.01% 407
2024
Q3 		$9.5K Hold
30
– – ﹤0.01% 397
2024
Q2 		$11.2K Hold
30
– – ﹤0.01% 369
2024
Q1 		$10.4K Sell
30
-47
-61% -$17.8K ﹤0.01% 393
2023
Q4 		$35.3K Hold
77
– – 0.01% 275
2023
Q3 		$37.5K Hold
77
– – 0.01% 279
2023
Q2 		$34.4K Sell
77
-24
-24% -$12.1K 0.01% 293
2023
Q1 		$49K Sell
101
-81
-45% -$40K 0.02% 252
2022
Q4 		$93.2K Sell
182
-10
-5% -$5.26K 0.04% 186
2022
Q3 		$90K Hold
192
– – 0.04% 170
2022
Q2 		$90K Buy
192
+94
+96% +$41.8K 0.04% 190
2022
Q1 		$43K Buy
98
+7
+8% +$2.93K 0.02% 261
2021
Q4 		$42K Sell
91
-237
-72% -$105K 0.02% 244
2021
Q3 		$128K Sell
328
-65
-17% -$27.6K 0.06% 132
2021
Q2 		$174K Hold
393
– – 0.08% 124
2021
Q1 		$165K Hold
393
– – 0.08% 118
2020
Q4 		$161K Buy
393
+3
+0.8% +$1.25K 0.08% 119
2020
Q3 		$161K Hold
390
– – 0.1% 100
2020
Q2 		$151K Sell
390
-9
-2% -$3.37K 0.1% 102
2020
Q1 		$125K Sell
399
-23
-5% -$7.76K 0.1% 102
2019
Q4 		$155K Buy
+422
New +$134K 0.1% 102

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Atticus Wealth Management sold out of Humana (HUM) in Q3 2025, closing a stake of 30 shares — an estimated $7.33K sold.

Atticus Wealth Management first reported a position in HUM in Q4 2019 and held it in 23 quarters. The position peaked at $174K in Q2 2021. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Atticus Wealth Management reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 30 Humana shares in Q3 2025, an estimated $7.33K.
  • Atticus Wealth Management first reported a position in Humana in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Humana position peaked at $174K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.