EWA
HUM icon

EP Wealth Advisors’s Humana HUM Stock Holding History

EP 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
Q2 		$312K Buy
+1,277
New +$318K ﹤0.01% 993
2024
Q4 		– Sell
-636
Closed -$201K – 1279
2024
Q3 		$201K Sell
636
-1,675
-72% -$596K ﹤0.01% 1043
2024
Q2 		$864K Buy
2,311
+3
+0.1% +$1.01K 0.01% 420
2024
Q1 		$800K Buy
2,308
+14
+0.6% +$5.31K 0.01% 418
2023
Q4 		$1.05M Buy
2,294
+37
+2% +$18.2K 0.01% 356
2023
Q3 		$1.1M Sell
2,257
-11,869
-84% -$5.58M 0.02% 312
2023
Q2 		$1.03M Sell
14,126
-3,311
-19% -$1.67M 0.01% 329
2023
Q1 		$4.44M Buy
+17,437
New +$8.62M 0.08% 147
2022
Q3 		– Sell
-836
Closed -$391K – 455
2022
Q2 		$391K Buy
836
+20
+2% +$8.9K 0.01% 428
2022
Q1 		$355K Buy
816
+63
+8% +$26.4K 0.01% 455
2021
Q4 		$349K Buy
753
+68
+10% +$30.1K 0.01% 437
2021
Q3 		$267K Sell
685
-122
-15% -$51.8K 0.01% 454
2021
Q2 		$357K Buy
+807
New +$353K 0.01% 406
2019
Q1 		– Sell
-915
Closed -$262K – 254
2018
Q4 		$262K Sell
915
-14
-2% -$4.44K 0.02% 219
2018
Q3 		$314K Buy
929
+164
+21% +$53.3K 0.02% 221
2018
Q2 		$228K Buy
765
+12
+2% +$3.51K 0.02% 168
2018
Q1 		$202K Buy
+753
New +$204K 0.02% 200

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return