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Marshall & Sterling Wealth Advisors’s Humana HUM Stock Holding History

Marshall & Sterling Wealth Advisors’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
-4
Closed -$1.04K – 477
2025
Q3 		$1.04K Hold
4
– – ﹤0.01% 591
2025
Q2 		$978 Hold
4
– – ﹤0.01% 580
2025
Q1 		$1.06K Buy
+4
New +$1.08K ﹤0.01% 582

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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

Marshall & Sterling Wealth Advisors's HUM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 4 shares — an estimated $1.04K sold.

Marshall & Sterling Wealth Advisors first reported a position in HUM in Q1 2025 and held it in 3 quarters. The position peaked at $1.06K in Q1 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Humana shares in Q4 2025, an estimated $1.04K.
  • Marshall & Sterling Wealth Advisors first reported a position in Humana in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Humana position peaked at $1.06K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.