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Money Concepts Capital’s Humana HUM Stock Holding History

Money Concepts Capital’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
-1,437
Closed -$380K – 447
2025
Q1 		$380K Sell
1,437
-1,344
-48% -$363K 0.03% 323
2024
Q4 		$706K Sell
2,781
-121
-4% -$32.5K 0.05% 255
2024
Q3 		$919K Buy
2,902
+805
+38% +$287K 0.07% 216
2024
Q2 		$784K Sell
2,097
-85
-4% -$28.7K 0.07% 233
2024
Q1 		$757K Sell
2,182
-985
-31% -$373K 0.07% 237
2023
Q4 		$1.45M Buy
3,167
+86
+3% +$42.4K 0.13% 175
2023
Q3 		$1.5M Buy
3,081
+9
+0.3% +$4.23K 0.16% 157
2023
Q2 		$1.37M Buy
3,072
+10
+0.3% +$5.03K 0.14% 167
2023
Q1 		$1.49M Sell
3,062
-938
-23% -$464K 0.08% 171
2022
Q4 		$2.05M Sell
4,000
-134
-3% -$70.4K 0.09% 190
2022
Q3 		$2.01M Buy
4,134
+23
+0.6% +$11.2K 0.12% 163
2022
Q2 		$1.97M Buy
4,111
+3,048
+287% +$1.36M 0.17% 132
2022
Q1 		$463K Buy
1,063
+370
+53% +$155K 0.03% 464
2021
Q4 		$321K Buy
+693
New +$307K 0.03% 393
2021
Q1 		$314K Hold
749
– – 0.03% 401
2020
Q4 		$307K Buy
+749
New +$311K 0.03% 359

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

Money Concepts Capital's HUM Position: Q2 2025 in Review

Money Concepts Capital sold out of Humana (HUM) in Q2 2025, closing a stake of 1,437 shares — an estimated $380K sold.

Money Concepts Capital first reported a position in HUM in Q4 2020 and held it in 16 quarters. The position peaked at $2.05M in Q4 2022. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Money Concepts Capital reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 1,437 Humana shares in Q2 2025, an estimated $380K.
  • Money Concepts Capital first reported a position in Humana in Q4 2020 and held it in 16 quarters.
  • Money Concepts Capital's Humana position peaked at $2.05M in Q4 2022.
  • 879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.