Ray Dalio
HUM icon

Ray Dalio’s Humana HUM Stock Holding History

Ray Dalio’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
-6,603
Closed -$1.72M – 1116
2025
Q3 		$1.72M Buy
+6,603
New +$1.74M 0.01% 760
2024
Q4 		– Sell
-974
Closed -$309K – 756
2024
Q3 		$309K Sell
974
-327
-25% -$116K ﹤0.01% 735
2024
Q2 		$486K Sell
1,301
-32,405
-96% -$10.9M ﹤0.01% 756
2024
Q1 		$11.7M Sell
33,706
-90,772
-73% -$34.4M 0.06% 232
2023
Q4 		$57M Buy
124,478
+85,640
+221% +$42.2M 0.32% 62
2023
Q3 		$18.9M Buy
38,838
+15,440
+66% +$7.26M 0.11% 142
2023
Q2 		$10.5M Buy
23,398
+11,054
+90% +$5.56M 0.06% 190
2023
Q1 		$5.99M Sell
12,344
-37,016
-75% -$18.3M 0.04% 283
2022
Q4 		$25.3M Buy
49,360
+7,641
+18% +$4.02M 0.14% 137
2022
Q3 		$20.2M Sell
41,719
-11,991
-22% -$5.83M 0.1% 154
2022
Q2 		$25.1M Buy
53,710
+18,399
+52% +$8.19M 0.11% 166
2022
Q1 		$15.4M Buy
35,311
+8,324
+31% +$3.48M 0.06% 216
2021
Q4 		$12.5M Buy
26,987
+22,797
+544% +$10.1M 0.07% 162
2021
Q3 		$1.63M Buy
+4,190
New +$1.78M 0.01% 462
2020
Q3 		– Sell
-4,812
Closed -$1.87M – 474
2020
Q2 		$1.87M Sell
4,812
-2,455
-34% -$919K 0.03% 106
2020
Q1 		$2.28M Buy
+7,267
New +$2.45M 0.05% 112
2015
Q3 		– Sell
-23,611
Closed -$4.52M – 466
2015
Q2 		$4.52M Buy
23,611
+11,100
+89% +$2.06M 0.04% 122
2015
Q1 		$2.23M Buy
12,511
+3,500
+39% +$554K 0.02% 184
2014
Q4 		$1.29M Sell
9,011
-300
-3% -$41K 0.01% 228
2014
Q3 		$1.21M Buy
+9,311
New +$1.18M 0.01% 209
2013
Q4 		– Sell
-29,375
Closed -$2.74M – 323
2013
Q3 		$2.74M Sell
29,375
-24,600
-46% -$2.26M 0.02% 148
2013
Q2 		$4.55M Buy
+53,975
New +$4.26M 0.04% 91

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ray Dalio's HUM Position: Q4 2025 in Review

Ray Dalio sold out of Humana (HUM) in Q4 2025, closing a stake of 6,603 shares — an estimated $1.72M sold.

Ray Dalio first reported a position in HUM in Q2 2013 and held it in 22 quarters. The position peaked at $57M in Q4 2023. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Ray Dalio reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 6,603 Humana shares in Q4 2025, an estimated $1.72M.
  • Ray Dalio first reported a position in Humana in Q2 2013 and held it in 22 quarters.
  • Ray Dalio's Humana position peaked at $57M in Q4 2023.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.