NW
HUM icon

NewEdge Wealth’s Humana HUM Stock Holding History

NewEdge Wealth’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
2026
Q1 		– Sell
-1,525
Closed -$391K – 1205
2025
Q4 		$391K Buy
+1,525
New +$400K ﹤0.01% 929
2024
Q4 		– Sell
-4,011
Closed -$1.27M – 938
2024
Q3 		$1.27M Buy
+4,011
New +$1.43M 0.02% 428
2022
Q3 		– Sell
-1,361
Closed -$637K – 561
2022
Q2 		$637K Buy
1,361
+534
+65% +$238K 0.03% 349
2022
Q1 		$360K Buy
827
+9
+1% +$3.77K 0.02% 341
2021
Q4 		$379K Buy
818
+1
+0.1% +$443 0.02% 318
2021
Q3 		$318K Buy
817
+2
+0.2% +$849 0.02% 242
2021
Q2 		$361K Buy
815
+1
+0.1% +$437 0.03% 229
2021
Q1 		$341K Buy
+814
New +$325K 0.03% 246

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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