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Equitable Trust’s Humana HUM Stock Holding History

Equitable Trust’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
-1,333
Closed -$326K – 447
2025
Q2 		$326K Buy
+1,333
New +$332K 0.02% 368
2024
Q2 		– Sell
-1,788
Closed -$620K – 440
2024
Q1 		$620K Buy
1,788
+369
+26% +$140K 0.04% 264
2023
Q4 		$650K Buy
+1,419
New +$699K 0.05% 232

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Equitable Trust's HUM Position: Q3 2025 in Review

Equitable Trust sold out of Humana (HUM) in Q3 2025, closing a stake of 1,333 shares — an estimated $326K sold.

Equitable Trust first reported a position in HUM in Q4 2023 and held it in 3 quarters. The position peaked at $650K in Q4 2023. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Equitable Trust reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Equitable Trust sold 1,333 Humana shares in Q3 2025, an estimated $326K.
  • Equitable Trust first reported a position in Humana in Q4 2023 and held it in 3 quarters.
  • Equitable Trust's Humana position peaked at $650K in Q4 2023.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Equitable Trust's 13F filing for Q3 2025, filed 10 Nov 2025.