Tortoise Investment Management’s Humana HUM Stock Holding History

Tortoise Investment Management’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	-84	Closed	-$21.9K	–	770
2025 Q3	$21.9K	Buy	84 +8	+11%	+$2.1K	﹤0.01%	506
2025 Q2	$18.6K	Buy	76 +1	+1%	+$249	﹤0.01%	519
2025 Q1	$19.8K	Hold	75	–	–	﹤0.01%	498
2024 Q4	$19K	Hold	75	–	–	﹤0.01%	552
2024 Q3	$23.8K	Hold	75	–	–	﹤0.01%	531
2024 Q2	$28K	Hold	75	–	–	﹤0.01%	478
2024 Q1	$26K	Hold	75	–	–	﹤0.01%	473
2023 Q4	$34.3K	Hold	75	–	–	﹤0.01%	415
2023 Q3	$36.5K	Hold	75	–	–	0.01%	379
2023 Q2	$33.5K	Hold	75	–	–	0.01%	397
2023 Q1	$36.4K	Hold	75	–	–	0.01%	367
2022 Q4	$38.4K	Hold	75	–	–	0.01%	357
2022 Q3	$36K	Hold	75	–	–	0.01%	356
2022 Q2	$35K	Hold	75	–	–	0.01%	340
2022 Q1	$33K	Hold	75	–	–	0.01%	358
2021 Q4	$35K	Hold	75	–	–	0.01%	332
2021 Q3	$29K	Hold	75	–	–	0.01%	337
2021 Q2	$33K	Hold	75	–	–	0.01%	314
2021 Q1	$31K	Hold	75	–	–	0.01%	306
2020 Q4	$31K	Hold	75	–	–	0.01%	284
2020 Q3	$31K	Buy	+75	New	+$30.2K	0.01%	267

Other funds holding HUM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's HUM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Humana (HUM) in Q4 2025, closing a stake of 84 shares — an estimated $21.9K sold.

Tortoise Investment Management first reported a position in HUM in Q3 2020 and held it in 21 quarters. The position peaked at $38.4K in Q4 2022. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Tortoise Investment Management reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 84 Humana shares in Q4 2025, an estimated $21.9K.
Tortoise Investment Management first reported a position in Humana in Q3 2020 and held it in 21 quarters.
Tortoise Investment Management's Humana position peaked at $38.4K in Q4 2022.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.