WDG
HUM icon

Wealth Dimensions Group’s Humana HUM Stock Holding History

Wealth Dimensions 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
Q4 		– Sell
-887
Closed -$231K – 174
2025
Q3 		$231K Buy
887
+4
+0.5% +$1.05K 0.05% 160
2025
Q2 		$216K Sell
883
-8
-0.9% -$2K 0.05% 160
2025
Q1 		$236K Sell
891
-22
-2% -$5.95K 0.06% 145
2024
Q4 		$232K Buy
913
+3
+0.3% +$805 0.06% 138
2024
Q3 		$288K Sell
910
-304
-25% -$108K 0.07% 117
2024
Q2 		$454K Sell
1,214
-19
-2% -$6.42K 0.13% 86
2024
Q1 		$427K Buy
1,233
+282
+30% +$107K 0.13% 90
2023
Q4 		$435K Hold
951
– – 0.14% 86
2023
Q3 		$462K Buy
951
+3
+0.3% +$1.41K 0.17% 78
2023
Q2 		$424K Buy
948
+99
+12% +$49.8K 0.15% 86
2023
Q1 		$412K Sell
849
-10
-1% -$4.94K 0.16% 84
2022
Q4 		$440K Hold
859
– – 0.18% 80
2022
Q3 		$417K Buy
859
+50
+6% +$24.3K 0.21% 70
2022
Q2 		$379K Hold
809
– – 0.18% 86
2022
Q1 		$352K Buy
809
+200
+33% +$83.7K 0.16% 95
2021
Q4 		$282K Hold
609
– – 0.14% 107
2021
Q3 		$237K Sell
609
-20
-3% -$8.49K 0.15% 113
2021
Q2 		$278K Hold
629
– – 0.19% 96
2021
Q1 		$264K Sell
629
-8
-1% -$3.19K 0.21% 95
2020
Q4 		$261K Buy
+637
New +$265K 0.23% 88

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Dimensions Group's HUM Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Humana (HUM) in Q4 2025, closing a stake of 887 shares — an estimated $231K sold.

Wealth Dimensions Group first reported a position in HUM in Q4 2020 and held it in 20 quarters. The position peaked at $462K in Q3 2023. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Wealth Dimensions Group reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Wealth Dimensions Group sold 887 Humana shares in Q4 2025, an estimated $231K.
  • Wealth Dimensions Group first reported a position in Humana in Q4 2020 and held it in 20 quarters.
  • Wealth Dimensions Group's Humana position peaked at $462K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.