Wallace Advisory Group’s Humana HUM Stock Holding History

Wallace Advisory Group’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 Q1	–	Sell	-830	Closed	-$263K	–	192
2024 Q4	$263K	Buy	830 +6	+0.7%	+$1.61K	0.18%	149
2024 Q3	$308K	Sell	824 -27	-3%	-$9.61K	0.23%	118
2024 Q2	$318K	Buy	851 +170	+25%	+$57.4K	0.23%	117
2024 Q1	$312K	Buy	681 +85	+14%	+$32.2K	0.23%	115
2023 Q4	$290K	Sell	596 -63	-10%	-$31.1K	0.23%	111
2023 Q3	$295K	Sell	659 -20	-3%	-$9.4K	0.21%	118
2023 Q2	$330K	Hold	679	–	–	0.25%	107
2023 Q1	$330K	Buy	679 +23	+4%	+$11.4K	0.25%	107
2022 Q4	$336K	Buy	+656	New	+$345K	0.27%	105

Other funds holding HUM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wallace Advisory Group's HUM Position: Q1 2025 in Review

Wallace Advisory Group sold out of Humana (HUM) in Q1 2025, closing a stake of 830 shares — an estimated $263K sold.

Wallace Advisory Group first reported a position in HUM in Q4 2022 and held it in 9 quarters. The position peaked at $336K in Q4 2022. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

Wallace Advisory Group reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
Wallace Advisory Group sold 830 Humana shares in Q1 2025, an estimated $263K.
Wallace Advisory Group first reported a position in Humana in Q4 2022 and held it in 9 quarters.
Wallace Advisory Group's Humana position peaked at $336K in Q4 2022.
903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Wallace Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.