GSWM
HUM icon

Golden State Wealth Management’s Humana HUM Stock Holding History

Golden State 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
Q2 		– Sell
-4
Closed -$1.06K – 1615
2025
Q1 		$1.06K Sell
4
-4
-50% -$1.08K ﹤0.01% 1419
2024
Q4 		$2.03K Buy
+8
New +$2.15K ﹤0.01% 1252
2020
Q2 		– Sell
-15
Closed -$5K – 509
2020
Q1 		$5K Buy
+15
New +$5.06K ﹤0.01% 736
2019
Q4 		– Sell
-15
Closed -$4K – 441
2019
Q3 		$4K Hold
15
– – ﹤0.01% 890
2019
Q2 		$3K Hold
15
– – ﹤0.01% 937
2019
Q1 		$4K Buy
+15
New +$4.32K ﹤0.01% 936

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