Avantax Advisory Services’s Humana HUM Stock Holding History

Avantax Advisory Services’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	$518K	Sell	2,118 -307	-13%	-$76.5K	﹤0.01%	1564
2025 Q1	$642K	Buy	2,425 +583	+32%	+$158K	﹤0.01%	1352
2024 Q4	$467K	Sell	1,842 -1,433	-44%	-$384K	﹤0.01%	1491
2024 Q3	$1.04M	Sell	3,275 -252	-7%	-$89.7K	0.01%	1001
2024 Q2	$1.32M	Buy	3,527 +806	+30%	+$272K	0.01%	841
2024 Q1	$943K	Buy	2,721 +275	+11%	+$104K	0.01%	772
2023 Q4	$1.12M	Buy	2,446 +265	+12%	+$131K	0.01%	668
2023 Q3	$1.06M	Buy	2,181 +437	+25%	+$205K	0.01%	667
2023 Q2	$780K	Buy	1,744 +1,102	+172%	+$555K	0.01%	775
2023 Q1	$312K	Sell	642 -62	-9%	-$30.6K	﹤0.01%	1137
2022 Q4	$360K	Buy	+704	New	+$370K	﹤0.01%	1020
2022 Q1	–	Sell	-482	Closed	-$224K	–	1325
2021 Q4	$224K	Buy	+482	New	+$213K	﹤0.01%	1119
2020 Q4	–	Sell	-1,442	Closed	-$595K	–	1118
2020 Q3	$595K	Buy	1,442 +859	+147%	+$346K	0.01%	735
2020 Q2	$225K	Buy	+583	New	+$218K	0.01%	741
2020 Q1	–	Sell	-700	Closed	-$257K	–	843
2019 Q4	$257K	Buy	+700	New	+$222K	0.01%	680

Other funds holding HUM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Avantax Advisory Services's HUM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Humana (HUM) stake by 13% in Q2 2025, selling an estimated $76.5K and leaving 2,118 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Avantax Advisory Services first reported a position in HUM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.32M in Q2 2024. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

Avantax Advisory Services held 2,118 shares of Humana worth $518K as of Q2 2025.
Avantax Advisory Services sold 307 Humana shares in Q2 2025, an estimated $76.5K.
Humana made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1564 holding.
Avantax Advisory Services first reported a position in Humana in Q4 2019 and has held it in 15 quarters since.
Avantax Advisory Services's Humana position peaked at $1.32M in Q2 2024.
879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.