DWA
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Delos Wealth Advisors’s Humana HUM Stock Holding History

Delos Wealth Advisors’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
-4
Closed -$978 – 302
2025
Q2 		$978 Buy
+4
New +$997 ﹤0.01% 248
2025
Q1 		– Sell
-4
Closed -$1.01K – 108
2024
Q4 		$1.01K Buy
+4
New +$1.07K ﹤0.01% 176
2024
Q3 		– Sell
-5
Closed -$1.87K – 276
2024
Q2 		$1.87K Hold
5
– – ﹤0.01% 217
2024
Q1 		$1.73K Buy
5
+4
+400% +$1.52K ﹤0.01% 221
2023
Q4 		$458 Hold
1
– – ﹤0.01% 264
2023
Q3 		$462 Hold
1
– – ﹤0.01% 298
2023
Q2 		$448 Hold
1
– – ﹤0.01% 302
2023
Q1 		$486 Hold
1
– – ﹤0.01% 308
2022
Q4 		$512 Hold
1
– – ﹤0.01% 300
2022
Q3 		$0 Buy
+1
New +$486 ﹤0.01% 320

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 $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return