Ethos Financial Group’s Humana HUM Stock Holding History

Ethos Financial Group’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
2026 Q1	–	Sell	-1,108	Closed	-$285K	–	555
2025 Q4	$285K	Sell	1,108 -675	-38%	-$177K	0.02%	400
2025 Q3	$465K	Buy	+1,783	New	+$469K	0.04%	277

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Ethos Financial Group's HUM Position: Q1 2026 in Review

Ethos Financial Group sold out of Humana (HUM) in Q1 2026, closing a stake of 1,108 shares — an estimated $285K sold.

Ethos Financial Group first reported a position in HUM in Q3 2025 and held it in 2 quarters. The position peaked at $465K in Q3 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Ethos Financial Group reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
Ethos Financial Group sold 1,108 Humana shares in Q1 2026, an estimated $285K.
Ethos Financial Group first reported a position in Humana in Q3 2025 and held it in 2 quarters.
Ethos Financial Group's Humana position peaked at $465K in Q3 2025.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.