Northern Financial Advisors’s Humana HUM Stock Holding History

Northern Financial 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 Q4	–	Sell	-1,074	Closed	-$279K	–	105
2025 Q3	$279K	Buy	+1,074	New	+$282K	0.15%	107
2023 Q4	–	Sell	-431	Closed	-$210K	–	119
2023 Q3	$210K	Buy	+431	New	+$203K	0.19%	111
2023 Q2	–	Sell	-489	Closed	-$237K	–	114
2023 Q1	$237K	Hold	489	–	–	0.22%	103
2022 Q4	$250K	Buy	+489	New	+$257K	0.28%	83

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Northern Financial Advisors's HUM Position: Q4 2025 in Review

Northern Financial Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 1,074 shares — an estimated $279K sold.

Northern Financial Advisors first reported a position in HUM in Q4 2022 and held it in 4 quarters. The position peaked at $279K in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Northern Financial Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Northern Financial Advisors sold 1,074 Humana shares in Q4 2025, an estimated $279K.
Northern Financial Advisors first reported a position in Humana in Q4 2022 and held it in 4 quarters.
Northern Financial Advisors's Humana position peaked at $279K in Q3 2025.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Northern Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.