Horizon Advisory Services’s Humana HUM Stock Holding History

Horizon Advisory Services’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	-1,182	Closed	-$308K	–	54
2025 Q3	$308K	Sell	1,182 -20	-2%	-$5.26K	0.16%	36
2025 Q2	$294K	Buy	1,202 +8	+0.7%	+$2K	0.16%	34
2025 Q1	$316K	Buy	1,194 +23	+2%	+$6.22K	0.18%	26
2024 Q4	$297K	Buy	+1,171	New	+$314K	0.17%	30

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Horizon Advisory Services's HUM Position: Q4 2025 in Review

Horizon Advisory Services sold out of Humana (HUM) in Q4 2025, closing a stake of 1,182 shares — an estimated $308K sold.

Horizon Advisory Services first reported a position in HUM in Q4 2024 and held it in 4 quarters. The position peaked at $316K in Q1 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Horizon Advisory Services reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Horizon Advisory Services sold 1,182 Humana shares in Q4 2025, an estimated $308K.
Horizon Advisory Services first reported a position in Humana in Q4 2024 and held it in 4 quarters.
Horizon Advisory Services's Humana position peaked at $316K in Q1 2025.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Horizon Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.