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	–	559
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Golden State Wealth Management's HUM Position: Q2 2025 in Review

Golden State Wealth Management sold out of Humana (HUM) in Q2 2025, closing a stake of 4 shares — an estimated $1.06K sold.

Golden State Wealth Management first reported a position in HUM in Q1 2019 and held it in 6 quarters. The position peaked at $5K in Q1 2020. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

Golden State Wealth Management reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 4 Humana shares in Q2 2025, an estimated $1.06K.
Golden State Wealth Management first reported a position in Humana in Q1 2019 and held it in 6 quarters.
Golden State Wealth Management's Humana position peaked at $5K in Q1 2020.
879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.