ORBA Wealth Advisors’s Humana HUM Stock Holding History

ORBA Wealth 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	-1,000	Closed	-$260K	–	83
2025 Q3	$260K	Hold	1,000	–	–	0.21%	73
2025 Q2	$244K	Hold	1,000	–	–	0.22%	66
2025 Q1	$265K	Hold	1,000	–	–	0.13%	92
2024 Q4	$254K	Hold	1,000	–	–	0.13%	93
2024 Q3	$317K	Hold	1,000	–	–	0.16%	89
2024 Q2	$374K	Hold	1,000	–	–	0.19%	76
2024 Q1	$347K	Hold	1,000	–	–	0.19%	74
2023 Q4	$458K	Buy	+1,000	New	+$493K	0.27%	53

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

ORBA Wealth Advisors's HUM Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 1,000 shares — an estimated $260K sold.

ORBA Wealth Advisors first reported a position in HUM in Q4 2023 and held it in 8 quarters. The position peaked at $458K in Q4 2023. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

ORBA Wealth Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 1,000 Humana shares in Q4 2025, an estimated $260K.
ORBA Wealth Advisors first reported a position in Humana in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's Humana position peaked at $458K in Q4 2023.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.