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Summit Wealth Group (Colorado)’s Humana HUM Stock Holding History

Summit Wealth Group (Colorado)’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
-1,446
Closed -$267K – 425
2025
Q3 		$267K Buy
+1,446
New +$380K 0.03% 388

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HUM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Humana (HUM) in Q4 2025, closing a stake of 1,446 shares — an estimated $267K sold.

Summit Wealth Group (Colorado) first reported a position in HUM in Q3 2025 and held it in 1 quarter. The position peaked at $267K in Q3 2025. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,446 Humana shares in Q4 2025, an estimated $267K.
  • Summit Wealth Group (Colorado) first reported a position in Humana in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Humana position peaked at $267K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.