CarsonAllaria Wealth Management’s Humana HUM Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-110	Closed	-$27K	–	189
2025 Q2	$27K	Hold	110	–	–	0.01%	171
2025 Q1	$29.1K	Buy	110 +12	+12%	+$3.25K	0.02%	166
2024 Q4	$24.9K	Buy	98 +8	+9%	+$2.15K	0.01%	179
2024 Q3	$28.8K	Buy	90 +16	+22%	+$5.7K	0.02%	171
2024 Q2	$28K	Buy	74 +39	+111%	+$13.2K	0.02%	162
2024 Q1	$12.4K	Hold	35	–	–	0.01%	230
2023 Q4	$16.3K	Hold	35	–	–	0.01%	186
2023 Q3	$17.3K	Hold	35	–	–	0.01%	173
2023 Q2	$15.9K	Hold	35	–	–	0.01%	187
2023 Q1	$17.2K	Hold	35	–	–	0.01%	180
2022 Q4	$18K	Hold	35	–	–	0.02%	156
2022 Q3	$17K	Hold	35	–	–	0.02%	151
2022 Q2	$17K	Hold	35	–	–	0.02%	154
2022 Q1	$15K	Hold	35	–	–	0.01%	171
2021 Q4	$16K	Buy	+35	New	+$15.5K	0.01%	185

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's HUM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Humana (HUM) in Q3 2025, closing a stake of 110 shares — an estimated $27K sold.

CarsonAllaria Wealth Management first reported a position in HUM in Q4 2021 and held it in 15 quarters. The position peaked at $29.1K in Q1 2025. 893 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 110 Humana shares in Q3 2025, an estimated $27K.
CarsonAllaria Wealth Management first reported a position in Humana in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Humana position peaked at $29.1K in Q1 2025.
893 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.