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Poinciana Advisors Group’s Humana HUM Stock Holding History

Poinciana Advisors Group’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
-988
Closed -$242K – 131
2025
Q2 		$242K Sell
988
-23
-2% -$5.73K 0.22% 99
2025
Q1 		$267K Buy
+1,011
New +$273K 0.28% 61

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 $3.38T AUM 44.17% 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

Poinciana Advisors Group's HUM Position: Q3 2025 in Review

Poinciana Advisors Group sold out of Humana (HUM) in Q3 2025, closing a stake of 988 shares — an estimated $242K sold.

Poinciana Advisors Group first reported a position in HUM in Q1 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 893 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Poinciana Advisors Group reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 988 Humana shares in Q3 2025, an estimated $242K.
  • Poinciana Advisors Group first reported a position in Humana in Q1 2025 and held it in 2 quarters.
  • Poinciana Advisors Group's Humana position peaked at $267K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Poinciana Advisors Group's 13F filing for Q3 2025, filed 31 Oct 2025.