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B. Riley Wealth Advisors’s Humana HUM Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-821
Closed -$201K – 1130
2025
Q2 		$201K Sell
821
-587
-42% -$146K 0.01% 899
2025
Q1 		$373K Buy
+1,408
New +$381K 0.01% 871
2024
Q4 		– Sell
-712
Closed -$208K – 1204
2024
Q3 		$208K Sell
712
-101
-12% -$36K 0.01% 1122
2024
Q2 		$304K Sell
813
-950
-54% -$321K 0.01% 1031
2024
Q1 		$859K Sell
1,763
-278
-14% -$105K 0.02% 576
2023
Q4 		$936K Buy
2,041
+278
+16% +$137K 0.03% 552
2023
Q3 		$859K Sell
1,763
-43
-2% -$20.2K 0.02% 576
2023
Q2 		$809K Buy
1,806
+348
+24% +$175K 0.02% 639
2023
Q1 		$709K Sell
1,458
-52
-3% -$25.7K 0.02% 672
2022
Q4 		$775K Buy
1,510
+120
+9% +$63.1K 0.02% 625
2022
Q3 		$675K Buy
1,390
+453
+48% +$220K 0.02% 647
2022
Q2 		$439K Buy
937
+24
+3% +$10.7K 0.02% 715
2022
Q1 		$398K Buy
913
+139
+18% +$58.1K 0.01% 877
2021
Q4 		$359K Buy
774
+37
+5% +$16.4K 0.01% 972
2021
Q3 		$287K Sell
737
-13
-2% -$5.52K 0.01% 1059
2021
Q2 		$332K Buy
750
+63
+9% +$27.5K 0.01% 964
2021
Q1 		$288K Buy
+687
New +$274K 0.01% 1024
2015
Q1 		– Sell
-250
Closed -$36K – 1204
2014
Q4 		$36K Buy
+250
New +$34.2K ﹤0.01% 2265
2014
Q3 		– Sell
-250
Closed -$31.9K – 1202
2014
Q2 		$31.9K Buy
+250
New +$29.6K 0.01% 1231

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's HUM Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Humana (HUM) in Q3 2025, closing a stake of 821 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in HUM in Q2 2014 and held it in 19 quarters. The position peaked at $936K in Q4 2023. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 821 Humana shares in Q3 2025, an estimated $201K.
  • B. Riley Wealth Advisors first reported a position in Humana in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Humana position peaked at $936K in Q4 2023.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.