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Osborne Partners Capital Management’s Humana HUM Stock Holding History

Osborne Partners Capital Management’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
-22,774
Closed -$5.57M – 210
2025
Q2 		$5.57M Buy
22,774
+1,123
+5% +$280K 0.3% 103
2025
Q1 		$5.73M Buy
21,651
+117
+0.5% +$31.6K 0.33% 96
2024
Q4 		$5.46M Buy
21,534
+735
+4% +$197K 0.32% 98
2024
Q3 		$6.59M Buy
20,799
+188
+0.9% +$66.9K 0.37% 90
2024
Q2 		$7.7M Buy
+20,611
New +$6.96M 0.46% 75

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osborne Partners Capital Management's HUM Position: Q3 2025 in Review

Osborne Partners Capital Management sold out of Humana (HUM) in Q3 2025, closing a stake of 22,774 shares — an estimated $5.57M sold.

Osborne Partners Capital Management first reported a position in HUM in Q2 2024 and held it in 5 quarters. The position peaked at $7.7M in Q2 2024. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Osborne Partners Capital Management reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Osborne Partners Capital Management sold 22,774 Humana shares in Q3 2025, an estimated $5.57M.
  • Osborne Partners Capital Management first reported a position in Humana in Q2 2024 and held it in 5 quarters.
  • Osborne Partners Capital Management's Humana position peaked at $7.7M in Q2 2024.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Osborne Partners Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.