Nicolet Advisory Services’s Humana HUM Stock Holding History

Nicolet Advisory Services’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	$219K	Buy	+791	New	+$207K	0.01%	394
2025 Q2	–	Sell	-717	Closed	-$208K	–	415
2025 Q1	$208K	Sell	717 -907	-56%	-$245K	0.02%	356
2024 Q4	$437K	Buy	1,624 +487	+43%	+$131K	0.04%	230
2024 Q3	$275K	Sell	1,137 -991	-47%	-$353K	0.03%	305
2024 Q2	$807K	Sell	2,128 -431	-17%	-$146K	0.08%	128
2024 Q1	$818K	Buy	2,559 +78	+3%	+$29.6K	0.08%	124
2023 Q4	$1.14M	Sell	2,481 -28	-1%	-$13.8K	0.12%	86
2023 Q3	$1.22M	Buy	2,509 +77	+3%	+$36.2K	0.14%	82
2023 Q2	$1.07M	Hold	2,432	–	–	0.12%	89
2023 Q1	$1.26M	Buy	2,432 +49	+2%	+$24.2K	0.15%	78
2022 Q4	$1.17M	Sell	2,383 -91	-4%	-$47.8K	0.16%	69
2022 Q3	$1.23M	Sell	2,474 -48	-2%	-$23.3K	0.2%	48
2022 Q2	$1.2M	Buy	2,522 +23	+0.9%	+$10.2K	0.18%	55
2022 Q1	$1.14M	Buy	2,499 +20	+0.8%	+$8.37K	0.15%	59
2021 Q4	$1.15M	Hold	2,479	–	–	0.14%	62
2021 Q3	$965K	Buy	2,479 +1,906	+333%	+$809K	0.12%	69
2021 Q2	$254K	Hold	573	–	–	0.03%	158
2021 Q1	$240K	Hold	573	–	–	0.03%	154
2020 Q4	$235K	Hold	573	–	–	0.03%	156
2020 Q3	$237K	Hold	573	–	–	0.04%	144
2020 Q2	$222K	Buy	+573	New	+$214K	0.03%	183
2020 Q1	–	Sell	-558	Closed	-$205K	–	203
2019 Q4	$205K	Buy	+558	New	+$177K	0.03%	165

Other funds holding HUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicolet Advisory Services's HUM Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Humana (HUM) in Q4 2025: 791 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Nicolet Advisory Services previously reported a position in HUM as recently as Q1 2025.

Nicolet Advisory Services first reported a position in HUM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.26M in Q1 2023. 862 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Nicolet Advisory Services held 791 shares of Humana worth $219K as of Q4 2025.
Humana was a new Nicolet Advisory Services position in Q4 2025.
Humana made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #394 holding.
Nicolet Advisory Services first reported a position in Humana in Q4 2019 and has held it in 22 quarters since.
Nicolet Advisory Services's Humana position peaked at $1.26M in Q1 2023.
862 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.