AWM
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Avior Wealth Management’s Humana HUM Stock Holding History

Avior 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
Q1 		– Sell
-335
Closed -$85K – 1465
2024
Q4 		$85K Buy
335
+55
+20% +$14.8K ﹤0.01% 953
2024
Q3 		$88.7K Buy
280
+14
+5% +$4.98K ﹤0.01% 923
2024
Q2 		$99.4K Sell
266
-246
-48% -$83.1K ﹤0.01% 862
2024
Q1 		$178K Sell
512
-79
-13% -$29.9K 0.01% 742
2023
Q4 		$271K Sell
591
-1
-0.2% -$493 0.02% 469
2023
Q3 		$288K Hold
592
– – 0.02% 453
2023
Q2 		$265K Sell
592
-69
-10% -$34.7K 0.02% 468
2023
Q1 		$321K Buy
661
+236
+56% +$117K 0.02% 440
2022
Q4 		$218K Buy
425
+70
+20% +$36.8K 0.02% 454
2022
Q3 		$172K Hold
355
– – 0.01% 467
2022
Q2 		$166K Hold
355
– – 0.02% 442
2022
Q1 		$154K Hold
355
– – 0.01% 456
2021
Q4 		$164K Buy
355
+350
+7,000% +$155K 0.01% 450
2021
Q3 		$1K Hold
5
– – ﹤0.01% 998
2021
Q2 		$2K Hold
5
– – ﹤0.01% 904
2021
Q1 		$2K Hold
5
– – ﹤0.01% 910
2020
Q4 		$2K Hold
5
– – ﹤0.01% 879
2020
Q3 		$2K Hold
5
– – ﹤0.01% 827
2020
Q2 		$1K Hold
5
– – ﹤0.01% 849
2020
Q1 		$1K Hold
5
– – ﹤0.01% 727
2019
Q4 		$1K Hold
5
– – ﹤0.01% 751
2019
Q3 		$1K Hold
5
– – ﹤0.01% 723
2019
Q2 		$1K Buy
+5
New +$1.27K ﹤0.01% 787
2019
Q1 		– Sell
-515
Closed -$147K – 679
2018
Q4 		$147K Sell
515
-58
-10% -$18.4K 0.04% 374
2018
Q3 		$194K Hold
573
– – 0.04% 350
2018
Q2 		$171K Sell
573
-9
-2% -$2.64K 0.04% 361
2018
Q1 		$156K Sell
582
-39
-6% -$10.6K 0.04% 373
2017
Q4 		$154K Buy
+621
New +$153K 0.03% 386

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avior Wealth Management's HUM Position: Q1 2025 in Review

Avior Wealth Management sold out of Humana (HUM) in Q1 2025, closing a stake of 335 shares — an estimated $85K sold.

Avior Wealth Management first reported a position in HUM in Q4 2017 and held it in 28 quarters. The position peaked at $321K in Q1 2023. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Avior Wealth Management reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 335 Humana shares in Q1 2025, an estimated $85K.
  • Avior Wealth Management first reported a position in Humana in Q4 2017 and held it in 28 quarters.
  • Avior Wealth Management's Humana position peaked at $321K in Q1 2023.
  • 902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.