CWM
HUM icon

Centricity Wealth Management’s Humana HUM Stock Holding History

Centricity 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
Q2 		$20.3K Hold
83
– – 0.02% 258
2025
Q1 		$22K Sell
83
-35
-30% -$9.47K 0.02% 244
2024
Q4 		$29.9K Buy
+118
New +$31.6K 0.03% 215

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Centricity Wealth Management's HUM Position: Q2 2025 in Review

Centricity Wealth Management held its Humana (HUM) position steady in Q2 2025 at 83 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #258.

Centricity Wealth Management first reported a position in HUM in Q4 2024 and has held it in 3 quarters since. The position peaked at $29.9K in Q4 2024. 878 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Centricity Wealth Management held 83 shares of Humana worth $20.3K as of Q2 2025.
  • Centricity Wealth Management left its Humana share count unchanged in Q2 2025.
  • Humana made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #258 holding.
  • Centricity Wealth Management first reported a position in Humana in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Humana position peaked at $29.9K in Q4 2024.
  • 878 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.