IHWM
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Iron Horse Wealth Management’s Humana HUM Stock Holding History

Iron Horse 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 		$4.4K Hold
18
– – ﹤0.01% 394
2025
Q1 		$4.76K Buy
+18
New +$4.87K ﹤0.01% 366

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Iron Horse Wealth Management's HUM Position: Q2 2025 in Review

Iron Horse Wealth Management held its Humana (HUM) position steady in Q2 2025 at 18 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Iron Horse Wealth Management first reported a position in HUM in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.76K in Q1 2025. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Iron Horse Wealth Management held 18 shares of Humana worth $4.4K as of Q2 2025.
  • Iron Horse Wealth Management left its Humana share count unchanged in Q2 2025.
  • Humana made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #394 holding.
  • Iron Horse Wealth Management first reported a position in Humana in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Humana position peaked at $4.76K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.