OPS
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Orion Portfolio Solutions’s Humana HUM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.78M Buy
6,738
+1,904
+39% +$515K 0.02% 771
2024
Q4 		$1.23M Buy
4,834
+171
+4% +$45.9K 0.01% 935
2024
Q3 		$1.48M Sell
4,663
-851
-15% -$303K 0.01% 842
2024
Q2 		$2.06M Buy
5,514
+1,215
+28% +$410K 0.02% 635
2024
Q1 		$1.49M Buy
4,299
+634
+17% +$240K 0.02% 797
2023
Q4 		$1.69M Buy
3,665
+18
+0.5% +$8.87K 0.02% 719
2023
Q3 		$1.77M Sell
3,647
-3,102
-46% -$1.46M 0.02% 674
2023
Q2 		$3.01M Sell
6,749
-258
-4% -$130K 0.03% 487
2023
Q1 		$3.4M Buy
7,007
+6,050
+632% +$2.99M 0.04% 376
2022
Q4 		$490K Buy
957
+39
+4% +$20.5K 0.02% 501
2022
Q3 		$445K Buy
918
+141
+18% +$68.6K 0.02% 459
2022
Q2 		$364K Buy
777
+62
+9% +$27.6K 0.01% 489
2022
Q1 		$311K Buy
715
+39
+6% +$16.3K 0.01% 570
2021
Q4 		$314K Buy
676
+84
+14% +$37.2K 0.01% 563
2021
Q3 		$230K Buy
592
+27
+5% +$11.5K 0.01% 593
2021
Q2 		$250K Buy
565
+8
+1% +$3.5K 0.01% 530
2021
Q1 		$234K Sell
557
-82
-13% -$32.7K 0.01% 490
2020
Q4 		$262K Sell
639
-19
-3% -$7.9K 0.01% 423
2020
Q3 		$272K Buy
658
+50
+8% +$20.1K 0.01% 362
2020
Q2 		$236K Buy
608
+150
+33% +$56.1K 0.01% 366
2020
Q1 		$144K Buy
458
+41
+10% +$13.8K 0.01% 378
2019
Q4 		$153K Buy
+417
New +$132K 0.01% 347

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orion Portfolio Solutions's HUM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Humana (HUM) stake by 39% in Q1 2025, buying an estimated $515K and bringing the position to 6,738 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #771.

Orion Portfolio Solutions first reported a position in HUM in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.4M in Q1 2023. 901 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Orion Portfolio Solutions held 6,738 shares of Humana worth $1.78M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,904 Humana shares in Q1 2025, an estimated $515K.
  • Humana made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #771 holding.
  • Orion Portfolio Solutions first reported a position in Humana in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Humana position peaked at $3.4M in Q1 2023.
  • 901 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.