NewSquare Capital’s Humana HUM Stock Holding History

NewSquare 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 Q3	–	Sell	-21	Closed	-$5.13K	–	652
2025 Q2	$5.13K	Sell	21 -26	-55%	-$6.48K	﹤0.01%	799
2025 Q1	$12.4K	Buy	47 +43	+1,075%	+$11.6K	﹤0.01%	485
2024 Q4	$1.01K	Buy	+4	New	+$1.07K	﹤0.01%	663
2021 Q1	–	Sell	-33	Closed	-$14K	–	338
2020 Q4	$14K	Hold	33	–	–	﹤0.01%	214
2020 Q3	$14K	Hold	33	–	–	﹤0.01%	210
2020 Q2	$13K	Hold	33	–	–	﹤0.01%	213
2020 Q1	$10K	Buy	+33	New	+$11.1K	﹤0.01%	238

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewSquare Capital's HUM Position: Q3 2025 in Review

NewSquare Capital sold out of Humana (HUM) in Q3 2025, closing a stake of 21 shares — an estimated $5.13K sold.

NewSquare Capital first reported a position in HUM in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2020. 893 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

NewSquare Capital reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 21 Humana shares in Q3 2025, an estimated $5.13K.
NewSquare Capital first reported a position in Humana in Q1 2020 and held it in 7 quarters.
NewSquare Capital's Humana position peaked at $14K in Q4 2020.
893 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.