Dynasty Wealth Management’s Humana HUM Stock Holding History

Dynasty 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 Q1	–	Sell	-911	Closed	-$231K	–	253
2024 Q4	$231K	Buy	+911	New	+$244K	﹤0.01%	241

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dynasty Wealth Management's HUM Position: Q1 2025 in Review

Dynasty Wealth Management sold out of Humana (HUM) in Q1 2025, closing a stake of 911 shares — an estimated $231K sold.

Dynasty Wealth Management first reported a position in HUM in Q4 2024 and held it in 1 quarter. The position peaked at $231K in Q4 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

Dynasty Wealth Management reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
Dynasty Wealth Management sold 911 Humana shares in Q1 2025, an estimated $231K.
Dynasty Wealth Management first reported a position in Humana in Q4 2024 and held it in 1 quarter.
Dynasty Wealth Management's Humana position peaked at $231K in Q4 2024.
903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

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