SageView Advisory Group’s Humana HUM Stock Holding History

SageView Advisory 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 Q4	$484K	Buy	1,891 +207	+12%	+$54.3K	0.02%	370
2025 Q3	$438K	Buy	1,684 +298	+22%	+$78.4K	0.02%	415
2025 Q2	$321K	Hold	1,386	–	–	0.01%	475
2025 Q1	$367K	Buy	1,386 +22	+2%	+$5.95K	0.02%	413
2024 Q4	$346K	Buy	+1,364	New	+$366K	0.01%	412
2024 Q3	–	Sell	-1,490	Closed	-$557K	–	534
2024 Q2	$557K	Buy	+1,490	New	+$503K	0.03%	318
2024 Q1	–	Sell	-1,424	Closed	-$537K	–	615
2023 Q4	$537K	Buy	+1,424	New	+$702K	0.02%	378

Other funds holding HUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SageView Advisory Group's HUM Position: Q4 2025 in Review

SageView Advisory Group increased its Humana (HUM) stake by 12% in Q4 2025, buying an estimated $54.3K and bringing the position to 1,891 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #370.

SageView Advisory Group first reported a position in HUM in Q4 2023 and has held it in 7 quarters since. The position peaked at $557K in Q2 2024. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

SageView Advisory Group held 1,891 shares of Humana worth $484K as of Q4 2025.
SageView Advisory Group bought 207 Humana shares in Q4 2025, an estimated $54.3K.
Humana made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #370 holding.
SageView Advisory Group first reported a position in Humana in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's Humana position peaked at $557K in Q2 2024.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.