Rise Advisors’s Humana HUM Stock Holding History

Rise Advisors’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	-98	Closed	-$25.5K	–	705
2025 Q3	$25.5K	Buy	98 +12	+14%	+$3.16K	0.01%	447
2025 Q2	$21K	Buy	86 +4	+5%	+$997	0.01%	506
2025 Q1	$21.7K	Buy	+82	New	+$22.2K	0.01%	454

Other funds holding HUM

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Rise Advisors's HUM Position: Q4 2025 in Review

Rise Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 98 shares — an estimated $25.5K sold.

Rise Advisors first reported a position in HUM in Q1 2025 and held it in 3 quarters. The position peaked at $25.5K in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Rise Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 98 Humana shares in Q4 2025, an estimated $25.5K.
Rise Advisors first reported a position in Humana in Q1 2025 and held it in 3 quarters.
Rise Advisors's Humana position peaked at $25.5K in Q3 2025.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.