GWM
HUM icon

Gibbs Wealth Management’s Humana HUM Stock Holding History

Gibbs 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
2024
Q4 		– Sell
-939
Closed -$297K – 288
2024
Q3 		$297K Buy
939
+78
+9% +$27.8K 0.1% 215
2024
Q2 		$322K Buy
861
+196
+29% +$66.2K 0.13% 174
2024
Q1 		$231K Buy
+665
New +$252K 0.13% 168

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gibbs Wealth Management's HUM Position: Q4 2024 in Review

Gibbs Wealth Management sold out of Humana (HUM) in Q4 2024, closing a stake of 939 shares — an estimated $297K sold.

Gibbs Wealth Management first reported a position in HUM in Q1 2024 and held it in 3 quarters. The position peaked at $322K in Q2 2024. 879 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Gibbs Wealth Management reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 939 Humana shares in Q4 2024, an estimated $297K.
  • Gibbs Wealth Management first reported a position in Humana in Q1 2024 and held it in 3 quarters.
  • Gibbs Wealth Management's Humana position peaked at $322K in Q2 2024.
  • 879 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Gibbs Wealth Management's 13F filing for Q4 2024, filed 4 Nov 2025.