Kaufman Rossin Wealth’s Humana HUM Stock Holding History

Kaufman Rossin Wealth’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	-1,794	Closed	-$475K	–	169
2025 Q1	$475K	Buy	+1,794	New	+$485K	0.34%	43

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 $3.37T AUM 44.26% 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

Kaufman Rossin Wealth's HUM Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Humana (HUM) in Q2 2025, closing a stake of 1,794 shares — an estimated $475K sold.

Kaufman Rossin Wealth first reported a position in HUM in Q1 2025 and held it in 1 quarter. The position peaked at $475K in Q1 2025. 878 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 1,794 Humana shares in Q2 2025, an estimated $475K.
Kaufman Rossin Wealth first reported a position in Humana in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Humana position peaked at $475K in Q1 2025.
878 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.