WAG
HUM icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return