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Leith Wheeler Investment Counsel’s Humana HUM Stock Holding History

Leith Wheeler Investment Counsel’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
-41,485
Closed -$10.8M – 91
2025
Q3 		$10.8M Sell
41,485
-969
-2% -$255K 0.73% 32
2025
Q2 		$10.4M Sell
42,454
-93,909
-69% -$23.4M 0.74% 34
2025
Q1 		$36.1M Buy
136,363
+8,771
+7% +$2.37M 2.51% 8
2024
Q4 		$32.4M Buy
127,592
+2,390
+2% +$641K 2.34% 12
2024
Q3 		$39.7M Buy
125,202
+59,615
+91% +$21.2M 2.78% 7
2024
Q2 		$24.5M Buy
65,587
+29,227
+80% +$9.87M 2.12% 7
2024
Q1 		$12.6M Buy
+36,360
New +$13.8M 1.23% 26

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $30.8B AUM 11.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leith Wheeler Investment Counsel's HUM Position: Q4 2025 in Review

Leith Wheeler Investment Counsel sold out of Humana (HUM) in Q4 2025, closing a stake of 41,485 shares — an estimated $10.8M sold.

Leith Wheeler Investment Counsel first reported a position in HUM in Q1 2024 and held it in 7 quarters. The position peaked at $39.7M in Q3 2024. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Leith Wheeler Investment Counsel reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 41,485 Humana shares in Q4 2025, an estimated $10.8M.
  • Leith Wheeler Investment Counsel first reported a position in Humana in Q1 2024 and held it in 7 quarters.
  • Leith Wheeler Investment Counsel's Humana position peaked at $39.7M in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2025, filed 12 Feb 2026.