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Morningstar Investment Management’s Humana HUM Stock Holding History

Morningstar 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
Q4 		– Sell
-8,009
Closed -$2.08M – 390
2025
Q3 		$2.08M Buy
+8,009
New +$2.11M 0.08% 241

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

Morningstar Investment Management's HUM Position: Q4 2025 in Review

Morningstar Investment Management sold out of Humana (HUM) in Q4 2025, closing a stake of 8,009 shares — an estimated $2.08M sold.

Morningstar Investment Management first reported a position in HUM in Q3 2025 and held it in 1 quarter. The position peaked at $2.08M in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Morningstar Investment Management reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,009 Humana shares in Q4 2025, an estimated $2.08M.
  • Morningstar Investment Management first reported a position in Humana in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Humana position peaked at $2.08M in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.