Avalon Trust’s Humana HUM Stock Holding History

Avalon Trust’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 Q4	–	Sell	-3	Closed	-$781	–	537
2025 Q3	$781	Buy	+3	New	+$789	﹤0.01%	521
2023 Q2	–	Sell	-25	Closed	-$12.1K	–	318
2023 Q1	$12.1K	Buy	+25	New	+$12.4K	﹤0.01%	256

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avalon Trust's HUM Position: Q4 2025 in Review

Avalon Trust sold out of Humana (HUM) in Q4 2025, closing a stake of 3 shares — an estimated $781 sold.

Avalon Trust first reported a position in HUM in Q1 2023 and held it in 2 quarters. The position peaked at $12.1K in Q1 2023. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Avalon Trust reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 3 Humana shares in Q4 2025, an estimated $781.
Avalon Trust first reported a position in Humana in Q1 2023 and held it in 2 quarters.
Avalon Trust's Humana position peaked at $12.1K in Q1 2023.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.