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Sigma Planning Corp’s Humana HUM Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-1,044
Closed -$255K – 1329
2025
Q2 		$255K Sell
1,044
-244
-19% -$60.8K 0.01% 1054
2025
Q1 		$341K Sell
1,288
-168
-12% -$45.4K 0.01% 900
2024
Q4 		$369K Buy
1,456
+800
+122% +$215K 0.01% 855
2024
Q3 		$208K Sell
656
-1,255
-66% -$447K 0.01% 1122
2024
Q2 		$714K Buy
1,911
+680
+55% +$230K 0.02% 587
2024
Q1 		$427K Buy
1,231
+97
+9% +$36.8K 0.01% 830
2023
Q4 		$519K Sell
1,134
-657
-37% -$324K 0.04% 445
2023
Q3 		$871K Buy
1,791
+138
+8% +$64.9K 0.03% 502
2023
Q2 		$740K Buy
1,653
+407
+33% +$205K 0.03% 575
2023
Q1 		$605K Sell
1,246
-84
-6% -$41.5K 0.02% 722
2022
Q4 		$682K Sell
1,330
-41
-3% -$21.5K 0.02% 641
2022
Q3 		$665K Buy
1,371
+16
+1% +$7.78K 0.03% 615
2022
Q2 		$634K Buy
1,355
+11
+0.8% +$4.89K 0.02% 655
2022
Q1 		$585K Buy
1,344
+15
+1% +$6.28K 0.02% 777
2021
Q4 		$617K Buy
1,329
+101
+8% +$44.7K 0.02% 756
2021
Q3 		$478K Buy
1,228
+5
+0.4% +$2.12K 0.01% 843
2021
Q2 		$542K Sell
1,223
-504
-29% -$220K 0.02% 798
2021
Q1 		$724K Buy
1,727
+157
+10% +$62.7K 0.02% 612
2020
Q4 		$644K Sell
1,570
-185
-11% -$76.9K 0.02% 590
2020
Q3 		$727K Sell
1,755
-9,319
-84% -$3.75M 0.03% 487
2020
Q2 		$4.29M Buy
11,074
+9,300
+524% +$3.48M 0.19% 113
2020
Q1 		$557K Buy
1,774
+213
+14% +$71.8K 0.03% 460
2019
Q4 		$572K Sell
1,561
-20
-1% -$6.34K 0.02% 558
2019
Q3 		$404K Sell
1,581
-32
-2% -$8.97K 0.02% 652
2019
Q2 		$428K Buy
1,613
+308
+24% +$78.1K 0.02% 600
2019
Q1 		$347K Sell
1,305
-89
-6% -$25.6K 0.02% 628
2018
Q4 		$399K Buy
1,394
+800
+135% +$254K 0.03% 508
2018
Q3 		$201K Buy
+594
New +$193K 0.01% 881

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's HUM Position: Q3 2025 in Review

Sigma Planning Corp sold out of Humana (HUM) in Q3 2025, closing a stake of 1,044 shares — an estimated $255K sold.

Sigma Planning Corp first reported a position in HUM in Q3 2018 and held it in 28 quarters. The position peaked at $4.29M in Q2 2020. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Sigma Planning Corp reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 1,044 Humana shares in Q3 2025, an estimated $255K.
  • Sigma Planning Corp first reported a position in Humana in Q3 2018 and held it in 28 quarters.
  • Sigma Planning Corp's Humana position peaked at $4.29M in Q2 2020.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.