SIP
HUM icon

Stoneridge Investment Partners’s Humana HUM Stock Holding History

Stoneridge Investment 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
Q4 		– Sell
-6,565
Closed -$1.71M – 145
2025
Q3 		$1.71M Buy
6,565
+2,423
+58% +$637K 1.17% 30
2025
Q2 		$1.01M Sell
4,142
-5,871
-59% -$1.46M 0.76% 41
2025
Q1 		$2.65M Buy
+10,013
New +$2.71M 2.24% 12
2024
Q4 		– Sell
-4,065
Closed -$1.29M – 154
2024
Q3 		$1.29M Buy
+4,065
New +$1.45M 0.48% 57
2024
Q2 		– Sell
-13,940
Closed -$4.83M – 139
2024
Q1 		$4.83M Buy
13,940
+10,287
+282% +$3.9M 1.84% 13
2023
Q4 		$1.67M Buy
+3,653
New +$1.8M 0.7% 48
2021
Q2 		– Sell
-2,248
Closed -$942K – 114
2021
Q1 		$942K Buy
+2,248
New +$897K 0.49% 63
2019
Q2 		– Sell
-3,826
Closed -$1.02M – 131
2019
Q1 		$1.02M Buy
3,826
+632
+20% +$182K 0.3% 87
2018
Q4 		$915K Buy
+3,194
New +$1.01M 0.29% 93
2018
Q1 		– Sell
-36,335
Closed -$9.01M – 225
2017
Q4 		$9.01M Buy
+36,335
New +$8.97M 1.44% 14
2013
Q4 		– Sell
-14,226
Closed -$1.33M – 217
2013
Q3 		$1.33M Sell
14,226
-600
-4% -$55K 0.29% 85
2013
Q2 		$1.25M Buy
+14,826
New +$1.17M 0.29% 86

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Stoneridge Investment Partners's HUM Position: Q4 2025 in Review

Stoneridge Investment Partners sold out of Humana (HUM) in Q4 2025, closing a stake of 6,565 shares — an estimated $1.71M sold.

Stoneridge Investment Partners first reported a position in HUM in Q2 2013 and held it in 12 quarters. The position peaked at $9.01M in Q4 2017. 862 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Stoneridge Investment Partners reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 6,565 Humana shares in Q4 2025, an estimated $1.71M.
  • Stoneridge Investment Partners first reported a position in Humana in Q2 2013 and held it in 12 quarters.
  • Stoneridge Investment Partners's Humana position peaked at $9.01M in Q4 2017.
  • 862 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Stoneridge Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.