Prospera Financial Services’s Humana HUM Stock Holding History

Prospera Financial Services’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	–	Sell	-1,354	Closed	-$344K	–	1201
2024 Q4	$344K	Sell	1,354 -139	-9%	-$37.3K	0.01%	875
2024 Q3	$474K	Sell	1,493 -209	-12%	-$74.4K	0.01%	742
2024 Q2	$637K	Sell	1,702 -136	-7%	-$45.9K	0.02%	626
2024 Q1	$638K	Buy	1,838 +599	+48%	+$227K	0.02%	622
2023 Q4	$567K	Buy	+1,239	New	+$611K	0.02%	617
2022 Q3	–	Sell	-124	Closed	-$58K	–	1181
2022 Q2	$58K	Buy	124 +1	+0.8%	+$445	﹤0.01%	1006
2022 Q1	$54K	Buy	+123	New	+$51.5K	﹤0.01%	1340
2020 Q4	–	Sell	-94	Closed	-$39K	–	1069
2020 Q3	$39K	Buy	+94	New	+$37.8K	0.01%	695
2020 Q1	–	Sell	-615	Closed	-$225K	–	568
2019 Q4	$225K	Sell	615 -1,175	-66%	-$373K	0.02%	543
2019 Q3	$458K	Buy	+1,790	New	+$502K	0.05%	326

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prospera Financial Services's HUM Position: Q1 2025 in Review

Prospera Financial Services sold out of Humana (HUM) in Q1 2025, closing a stake of 1,354 shares — an estimated $344K sold.

Prospera Financial Services first reported a position in HUM in Q3 2019 and held it in 10 quarters. The position peaked at $638K in Q1 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

Prospera Financial Services reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 1,354 Humana shares in Q1 2025, an estimated $344K.
Prospera Financial Services first reported a position in Humana in Q3 2019 and held it in 10 quarters.
Prospera Financial Services's Humana position peaked at $638K in Q1 2024.
903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.