Avestar Capital
HUM icon

Avestar Capital’s Humana HUM Stock Holding History

Avestar Capital’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
2026
Q3 		– Sell
-522
Closed -$207K – 553
2026
Q2 		$207K Buy
+522
New +$149K 0.01% 517
2024
Q4 		– Sell
-1,372
Closed -$435K – 533
2024
Q3 		$435K Buy
1,372
+354
+35% +$126K 0.04% 277
2024
Q2 		$380K Sell
1,018
-1,688
-62% -$570K 0.04% 293
2024
Q1 		$938K Buy
2,706
+1,815
+204% +$688K 0.1% 162
2023
Q4 		$409K Buy
891
+15
+2% +$7.39K 0.05% 230
2023
Q3 		$426K Sell
876
-44
-5% -$20.7K 0.06% 183
2023
Q2 		$411K Buy
920
+6
+0.7% +$3.02K 0.07% 172
2023
Q1 		$444K Sell
914
-91
-9% -$45K 0.08% 160
2022
Q4 		$515K Sell
1,005
-63
-6% -$33.1K 0.09% 132
2022
Q3 		$518K Buy
1,068
+168
+19% +$81.7K 0.13% 116
2022
Q2 		$421K Buy
900
+309
+52% +$137K 0.1% 142
2022
Q1 		$257K Sell
591
-15
-2% -$6.28K 0.04% 337
2021
Q4 		$281K Buy
+606
New +$268K 0.03% 355
2021
Q3 		– Sell
-502
Closed -$222K – 469
2021
Q2 		$222K Buy
502
+6
+1% +$2.62K 0.03% 399
2021
Q1 		$218K Sell
496
-398
-45% -$159K 0.05% 299
2020
Q4 		$367K Buy
+894
New +$372K 0.1% 181
2019
Q3 		– Sell
-11
Closed -$2K – 466
2019
Q2 		$2K Sell
11
-2
-15% -$507 ﹤0.01% 687
2019
Q1 		$2K Hold
13
– – ﹤0.01% 661
2018
Q4 		$2K Sell
13
-4
-24% -$1.27K ﹤0.01% 631
2018
Q3 		$5K Buy
17
+4
+31% +$1.3K ﹤0.01% 546
2018
Q2 		$2K Hold
13
– – ﹤0.01% 682
2018
Q1 		$2K Buy
13
+9
+225% +$2.44K ﹤0.01% 638
2017
Q4 		$0 Buy
+4
New +$988 ﹤0.01% 767

Other funds holding HUM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Avestar Capital's HUM Position: Q3 2026 in Review

Avestar Capital sold out of Humana (HUM) in Q3 2026, closing a stake of 522 shares — an estimated $207K sold.

Avestar Capital first reported a position in HUM in Q4 2017 and held it in 23 quarters. The position peaked at $938K in Q1 2024. 802 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Avestar Capital reported no remaining Humana position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 522 Humana shares in Q3 2026, an estimated $207K.
  • Avestar Capital first reported a position in Humana in Q4 2017 and held it in 23 quarters.
  • Avestar Capital's Humana position peaked at $938K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.