Baker Avenue Asset Management’s Humana HUM Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-1,020	Closed	-$265K	–	658
2025 Q3	$265K	Buy	+1,020	New	+$268K	0.01%	508
2023 Q4	–	Sell	-18	Closed	-$8.76K	–	867
2023 Q3	$8.76K	Buy	18 +4	+29%	+$1.88K	﹤0.01%	794
2023 Q2	$6.26K	Sell	14 -7	-33%	-$3.52K	﹤0.01%	816
2023 Q1	$10.2K	Sell	21 -17	-45%	-$8.4K	﹤0.01%	761
2022 Q4	$19.5K	Buy	+38	New	+$20K	﹤0.01%	616

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Baker Avenue Asset Management's HUM Position: Q4 2025 in Review

Baker Avenue Asset Management sold out of Humana (HUM) in Q4 2025, closing a stake of 1,020 shares — an estimated $265K sold.

Baker Avenue Asset Management first reported a position in HUM in Q4 2022 and held it in 5 quarters. The position peaked at $265K in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Baker Avenue Asset Management reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 1,020 Humana shares in Q4 2025, an estimated $265K.
Baker Avenue Asset Management first reported a position in Humana in Q4 2022 and held it in 5 quarters.
Baker Avenue Asset Management's Humana position peaked at $265K in Q3 2025.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Baker Avenue Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.