Trifecta Capital Advisors’s Humana HUM Stock Holding History

Trifecta Capital 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 Q4	–	Sell	-6	Closed	-$1.56K	–	348
2025 Q3	$1.56K	Hold	6	–	–	﹤0.01%	367
2025 Q2	$1.47K	Hold	6	–	–	﹤0.01%	382
2025 Q1	$1.59K	Hold	6	–	–	﹤0.01%	330
2024 Q4	$1.52K	Hold	6	–	–	﹤0.01%	332
2024 Q3	$1.9K	Hold	6	–	–	﹤0.01%	316
2024 Q2	$2.24K	Hold	6	–	–	﹤0.01%	298
2024 Q1	$2.08K	Hold	6	–	–	﹤0.01%	306
2023 Q4	$2.75K	Hold	6	–	–	﹤0.01%	295
2023 Q3	$2.92K	Hold	6	–	–	﹤0.01%	270
2023 Q2	$2.68K	Hold	6	–	–	﹤0.01%	271
2023 Q1	$2.91K	Sell	6 -150	-96%	-$74.1K	﹤0.01%	264
2022 Q4	$79.9K	Buy	+156	New	+$82K	0.03%	109

Other funds holding HUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trifecta Capital Advisors's HUM Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Humana (HUM) in Q4 2025, closing a stake of 6 shares — an estimated $1.56K sold.

Trifecta Capital Advisors first reported a position in HUM in Q4 2022 and held it in 12 quarters. The position peaked at $79.9K in Q4 2022. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

Trifecta Capital Advisors reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 6 Humana shares in Q4 2025, an estimated $1.56K.
Trifecta Capital Advisors first reported a position in Humana in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Humana position peaked at $79.9K in Q4 2022.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.