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RWA Wealth Partners’s Humana HUM Stock Holding History

RWA Wealth Partners’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
-2,666
Closed -$676K – 561
2024
Q4 		$676K Buy
2,666
+29
+1% +$7.78K 0.01% 377
2024
Q3 		$835K Buy
2,637
+1
+0% +$356 0.01% 347
2024
Q2 		$985K Hold
2,636
– – 0.01% 303
2024
Q1 		$914K Hold
2,636
– – 0.01% 316
2023
Q4 		$1.21M Hold
2,636
– – 0.02% 267
2023
Q3 		$1.28M Buy
+2,636
New +$1.24M 0.03% 174
2023
Q2 		– Sell
-2,628
Closed -$1.28M – 341
2023
Q1 		$1.28M Hold
2,628
– – 0.03% 119
2022
Q4 		$1.3M Buy
2,628
+28
+1% +$14.7K 0.03% 121
2022
Q3 		$1.26M Hold
2,600
– – 0.09% 113
2022
Q2 		$1.22M Sell
2,600
-46
-2% -$20.5K 0.08% 116
2022
Q1 		$1.15M Buy
2,646
+46
+2% +$19.2K 0.07% 125
2021
Q4 		$1.21M Hold
2,600
– – 0.08% 123
2021
Q3 		$1.01M Sell
2,600
-5
-0.2% -$2.12K 0.08% 126
2021
Q2 		$1.15M Hold
2,605
– – 0.09% 115
2021
Q1 		$1.09M Hold
2,605
– – 0.09% 117
2020
Q4 		$1.07M Hold
2,605
– – 0.09% 115
2020
Q3 		$1.08M Buy
2,605
+5
+0.2% +$2.01K 0.11% 101
2020
Q2 		$1.01M Hold
2,600
– – 0.12% 99
2020
Q1 		$816K Hold
2,600
– – 0.12% 106
2019
Q4 		$953K Hold
2,600
– – 0.09% 123
2019
Q3 		$665K Hold
2,600
– – 0.07% 143
2019
Q2 		$690K Hold
2,600
– – 0.07% 145
2019
Q1 		$692K Sell
2,600
-7
-0.3% -$2.02K 0.08% 138
2018
Q4 		$747K Hold
2,607
– – 0.1% 129
2018
Q3 		$883K Hold
2,607
– – 0.1% 121
2018
Q2 		$776K Hold
2,607
– – 0.09% 132
2018
Q1 		$701K Sell
2,607
-30
-1% -$8.12K 0.09% 124
2017
Q4 		$654K Buy
2,637
+31
+1% +$7.66K 0.07% 146
2017
Q3 		$635K Buy
+2,606
New +$639K 0.07% 142

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RWA Wealth Partners's HUM Position: Q1 2025 in Review

RWA Wealth Partners sold out of Humana (HUM) in Q1 2025, closing a stake of 2,666 shares — an estimated $676K sold.

RWA Wealth Partners first reported a position in HUM in Q3 2017 and held it in 29 quarters. The position peaked at $1.3M in Q4 2022. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • RWA Wealth Partners reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 2,666 Humana shares in Q1 2025, an estimated $676K.
  • RWA Wealth Partners first reported a position in Humana in Q3 2017 and held it in 29 quarters.
  • RWA Wealth Partners's Humana position peaked at $1.3M in Q4 2022.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.