Waverly Advisors’s Humana HUM Stock Holding History

Waverly 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
2026 Q1	–	Sell	-1,354	Closed	-$347K	–	1647
2025 Q4	$347K	Sell	1,354 -13	-1%	-$3.41K	﹤0.01%	1152
2025 Q3	$356K	Buy	1,367 +228	+20%	+$60K	﹤0.01%	977
2025 Q2	$278K	Buy	1,139 +95	+9%	+$23.7K	﹤0.01%	1000
2025 Q1	$276K	Buy	1,044 +208	+25%	+$56.3K	﹤0.01%	947
2024 Q4	$212K	Buy	+836	New	+$224K	﹤0.01%	910
2024 Q1	–	Sell	-7,594	Closed	-$3.48M	–	700
2023 Q4	$3.48M	Buy	+7,594	New	+$3.74M	0.13%	105
2018 Q4	–	Sell	-918	Closed	-$311K	–	161
2018 Q3	$311K	Hold	918	–	–	0.05%	147
2018 Q2	$273K	Hold	918	–	–	0.04%	153
2018 Q1	$247K	Sell	918 -793	-46%	-$215K	0.04%	154
2017 Q4	$424K	Hold	1,711	–	–	0.06%	156
2017 Q3	$417K	Buy	+1,711	New	+$419K	0.09%	148

Other funds holding HUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Massachusetts Financial Services

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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