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Carolinas Wealth Consulting’s Humana HUM Stock Holding History

Carolinas Wealth Consulting’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
-3
Closed -$764 – 1054
2024
Q4 		$764 Sell
3
-25
-89% -$6.71K ﹤0.01% 972
2024
Q3 		$8.79K Hold
28
– – ﹤0.01% 580
2024
Q2 		$10.3K Hold
28
– – ﹤0.01% 553
2024
Q1 		$9.62K Sell
28
-73
-72% -$27.7K ﹤0.01% 563
2023
Q4 		$46.1K Buy
101
+74
+274% +$36.5K 0.01% 349
2023
Q3 		$14K Buy
27
+4
+17% +$1.88K ﹤0.01% 478
2023
Q2 		$10.1K Sell
23
-22
-49% -$11.1K ﹤0.01% 590
2023
Q1 		$22K Hold
45
– – ﹤0.01% 479
2022
Q4 		$23.1K Sell
45
-6
-12% -$3.15K 0.01% 469
2022
Q3 		$25K Sell
51
-10
-16% -$4.86K 0.01% 412
2022
Q2 		$29K Sell
61
-7
-10% -$3.12K 0.01% 403
2022
Q1 		$30K Sell
68
-1
-1% -$418 0.01% 424
2021
Q4 		$32K Buy
69
+19
+38% +$8.41K 0.01% 424
2021
Q3 		$19K Sell
50
-195
-80% -$82.8K ﹤0.01% 479
2021
Q2 		$109K Hold
245
– – 0.02% 254
2021
Q1 		$103K Buy
245
+80
+48% +$31.9K 0.03% 252
2020
Q4 		$68K Buy
165
+39
+31% +$16.2K 0.02% 287
2020
Q3 		$52K Buy
126
+123
+4,100% +$49.5K 0.02% 276
2020
Q2 		$1K Buy
+3
New +$1.12K ﹤0.01% 575

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 $182B AUM 14.68% 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 $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's HUM Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Humana (HUM) in Q1 2025, closing a stake of 3 shares — an estimated $764 sold.

Carolinas Wealth Consulting first reported a position in HUM in Q2 2020 and held it in 19 quarters. The position peaked at $109K in Q2 2021. 901 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 Humana shares in Q1 2025, an estimated $764.
  • Carolinas Wealth Consulting first reported a position in Humana in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Humana position peaked at $109K in Q2 2021.
  • 901 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.