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Liberty One Investment Management’s Humana HUM Stock Holding History

Liberty One Investment 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 		– Sell
-3,255
Closed -$861K – 146
2025
Q1 		$861K Buy
3,255
+16
+0.5% +$4.33K 0.09% 90
2024
Q4 		$822K Buy
+3,239
New +$869K 0.09% 92

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Liberty One Investment Management's HUM Position: Q2 2025 in Review

Liberty One Investment Management sold out of Humana (HUM) in Q2 2025, closing a stake of 3,255 shares — an estimated $861K sold.

Liberty One Investment Management first reported a position in HUM in Q4 2024 and held it in 2 quarters. The position peaked at $861K in Q1 2025. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Liberty One Investment Management reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 3,255 Humana shares in Q2 2025, an estimated $861K.
  • Liberty One Investment Management first reported a position in Humana in Q4 2024 and held it in 2 quarters.
  • Liberty One Investment Management's Humana position peaked at $861K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Liberty One Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.