Avantra Family Wealth’s Humana HUM Stock Holding History

Avantra Family Wealth’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	–	Sell	-1,053	Closed	-$279K	–	146
2025 Q1	$279K	Buy	+1,053	New	+$285K	0.27%	123

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Avantra Family Wealth's HUM Position: Q2 2025 in Review

Avantra Family Wealth sold out of Humana (HUM) in Q2 2025, closing a stake of 1,053 shares — an estimated $279K sold.

Avantra Family Wealth first reported a position in HUM in Q1 2025 and held it in 1 quarter. The position peaked at $279K in Q1 2025. 880 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

Avantra Family Wealth reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
Avantra Family Wealth sold 1,053 Humana shares in Q2 2025, an estimated $279K.
Avantra Family Wealth first reported a position in Humana in Q1 2025 and held it in 1 quarter.
Avantra Family Wealth's Humana position peaked at $279K in Q1 2025.
880 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Avantra Family Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.