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Mount Yale Investment Advisors’s Humana HUM Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-130
Closed -$31.8K – 1085
2025
Q2 		$31.8K Buy
+130
New +$32.4K ﹤0.01% 939
2019
Q2 		– Sell
-906
Closed -$241K – 329
2019
Q1 		$241K Sell
906
-3
-0.3% -$865 0.05% 275
2018
Q4 		$267K Buy
909
+44
+5% +$13.9K 0.05% 268
2018
Q3 		$306K Buy
+865
New +$281K 0.05% 248

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Mount Yale Investment Advisors's HUM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Humana (HUM) in Q3 2025, closing a stake of 130 shares — an estimated $31.8K sold.

Mount Yale Investment Advisors first reported a position in HUM in Q3 2018 and held it in 4 quarters. The position peaked at $306K in Q3 2018. 893 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 130 Humana shares in Q3 2025, an estimated $31.8K.
  • Mount Yale Investment Advisors first reported a position in Humana in Q3 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Humana position peaked at $306K in Q3 2018.
  • 893 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.