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Concord Wealth Partners’s Humana HUM Stock Holding History

Concord Wealth Partners’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
-1,067
Closed -$271K – 875
2024
Q4 		$271K Buy
1,067
+1,044
+4,539% +$280K 0.04% 179
2024
Q3 		$7.29K Buy
+23
New +$8.19K ﹤0.01% 588
2024
Q1 		– Sell
-25
Closed -$11.5K – 877
2023
Q4 		$11.5K Sell
25
-8
-24% -$3.94K ﹤0.01% 553
2023
Q3 		$16.1K Buy
33
+4
+14% +$1.88K ﹤0.01% 544
2023
Q2 		$13K Buy
29
+18
+164% +$9.06K ﹤0.01% 572
2023
Q1 		$5.34K Sell
11
-12
-52% -$5.93K ﹤0.01% 661
2022
Q4 		$11.8K Buy
+23
New +$12.1K ﹤0.01% 613
2022
Q3 		– Sell
-36
Closed -$17K – 585
2022
Q2 		$17K Buy
36
+8
+29% +$3.56K ﹤0.01% 574
2022
Q1 		$12K Hold
28
– – ﹤0.01% 733
2021
Q4 		$13K Buy
28
+21
+300% +$9.29K ﹤0.01% 733
2021
Q3 		$3K Sell
7
-21
-75% -$8.91K ﹤0.01% 687
2021
Q2 		$12K Buy
28
+22
+367% +$9.61K ﹤0.01% 593
2021
Q1 		$3K Buy
+6
New +$2.4K ﹤0.01% 758

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 $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Concord Wealth Partners's HUM Position: Q1 2025 in Review

Concord Wealth Partners sold out of Humana (HUM) in Q1 2025, closing a stake of 1,067 shares — an estimated $271K sold.

Concord Wealth Partners first reported a position in HUM in Q1 2021 and held it in 13 quarters. The position peaked at $271K in Q4 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Concord Wealth Partners reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 1,067 Humana shares in Q1 2025, an estimated $271K.
  • Concord Wealth Partners first reported a position in Humana in Q1 2021 and held it in 13 quarters.
  • Concord Wealth Partners's Humana position peaked at $271K in Q4 2024.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.