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Waddell & Associates’s Humana HUM Stock Holding History

Waddell & Associates’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
-1,005
Closed -$246K – 331
2025
Q2 		$246K Buy
+1,005
New +$251K 0.03% 201
2023
Q4 		– Sell
-412
Closed -$200K – 157
2023
Q3 		$200K Buy
+412
New +$194K 0.03% 168
2023
Q2 		– Sell
-412
Closed -$200K – 172
2023
Q1 		$200K Hold
412
– – 0.03% 149
2022
Q4 		$211K Buy
+412
New +$217K 0.04% 135

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

Waddell & Associates's HUM Position: Q3 2025 in Review

Waddell & Associates sold out of Humana (HUM) in Q3 2025, closing a stake of 1,005 shares — an estimated $246K sold.

Waddell & Associates first reported a position in HUM in Q4 2022 and held it in 4 quarters. The position peaked at $246K in Q2 2025. 890 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Waddell & Associates reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Waddell & Associates sold 1,005 Humana shares in Q3 2025, an estimated $246K.
  • Waddell & Associates first reported a position in Humana in Q4 2022 and held it in 4 quarters.
  • Waddell & Associates's Humana position peaked at $246K in Q2 2025.
  • 890 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Waddell & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.