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Stratos Wealth Advisors’s Humana HUM Stock Holding History

Stratos Wealth 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
Q3 		– Sell
-932
Closed -$228K – 693
2025
Q2 		$228K Sell
932
-8
-0.9% -$2K 0.01% 606
2025
Q1 		$249K Sell
940
-60
-6% -$16.2K 0.01% 581
2024
Q4 		$254K Sell
1,000
-302
-23% -$81K 0.01% 615
2024
Q3 		$412K Buy
1,302
+724
+125% +$258K 0.02% 541
2024
Q2 		$216K Sell
578
-10
-2% -$3.38K 0.01% 647
2024
Q1 		$204K Sell
588
-12
-2% -$4.55K 0.01% 631
2023
Q4 		$275K Sell
600
-215
-26% -$106K 0.02% 572
2023
Q3 		$397K Buy
+815
New +$383K 0.03% 466

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

Stratos Wealth Advisors's HUM Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of Humana (HUM) in Q3 2025, closing a stake of 932 shares — an estimated $228K sold.

Stratos Wealth Advisors first reported a position in HUM in Q3 2023 and held it in 8 quarters. The position peaked at $412K in Q3 2024. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Stratos Wealth Advisors reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 932 Humana shares in Q3 2025, an estimated $228K.
  • Stratos Wealth Advisors first reported a position in Humana in Q3 2023 and held it in 8 quarters.
  • Stratos Wealth Advisors's Humana position peaked at $412K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.