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Barnes Dennig Private Wealth Management’s Humana HUM Stock Holding History

Barnes Dennig Private 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
Q4 		– Sell
-36
Closed -$9.37K – 329
2025
Q3 		$9.37K Buy
+36
New +$9.47K 0.01% 232
2025
Q2 		– Sell
-21
Closed -$5.56K – 307
2025
Q1 		$5.56K Buy
+21
New +$5.68K 0.01% 166

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barnes Dennig Private Wealth Management's HUM Position: Q4 2025 in Review

Barnes Dennig Private Wealth Management sold out of Humana (HUM) in Q4 2025, closing a stake of 36 shares — an estimated $9.37K sold.

Barnes Dennig Private Wealth Management first reported a position in HUM in Q1 2025 and held it in 2 quarters. The position peaked at $9.37K in Q3 2025. 862 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 36 Humana shares in Q4 2025, an estimated $9.37K.
  • Barnes Dennig Private Wealth Management first reported a position in Humana in Q1 2025 and held it in 2 quarters.
  • Barnes Dennig Private Wealth Management's Humana position peaked at $9.37K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.