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Tower View Wealth Management’s Humana HUM Stock Holding History

Tower View Wealth 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
Q3 		– Sell
-358
Closed -$87.5K – 189
2025
Q2 		$87.5K Buy
+358
New +$89.3K 0.05% 83

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower View Wealth Management's HUM Position: Q3 2025 in Review

Tower View Wealth Management sold out of Humana (HUM) in Q3 2025, closing a stake of 358 shares — an estimated $87.5K sold.

Tower View Wealth Management first reported a position in HUM in Q2 2025 and held it in 1 quarter. The position peaked at $87.5K in Q2 2025. 890 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Tower View Wealth Management reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 358 Humana shares in Q3 2025, an estimated $87.5K.
  • Tower View Wealth Management first reported a position in Humana in Q2 2025 and held it in 1 quarter.
  • Tower View Wealth Management's Humana position peaked at $87.5K in Q2 2025.
  • 890 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.