HHGA
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Halbert Hargrove Global Advisors’s Humana HUM Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-19
Closed -$4.94K – 546
2025
Q3 		$4.94K Buy
+19
New +$5K ﹤0.01% 417
2025
Q2 		– Sell
-2
Closed -$530 – 467
2025
Q1 		$530 Buy
+2
New +$541 ﹤0.01% 494

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's HUM Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 19 shares — an estimated $4.94K sold.

Halbert Hargrove Global Advisors first reported a position in HUM in Q1 2025 and held it in 2 quarters. The position peaked at $4.94K in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 19 Humana shares in Q4 2025, an estimated $4.94K.
  • Halbert Hargrove Global Advisors first reported a position in Humana in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Humana position peaked at $4.94K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.