West Family Investments’s Humana HUM Stock Holding History

West Family Investments’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	-849	Closed	-$221K	–	373
2025 Q3	$221K	Buy	+849	New	+$223K	0.05%	334
2024 Q3	–	Sell	-1,164	Closed	-$435K	–	298
2024 Q2	$435K	Buy	+1,164	New	+$393K	0.13%	130
2024 Q1	–	Sell	-623	Closed	-$285K	–	267
2023 Q4	$285K	Buy	+623	New	+$307K	0.1%	162
2023 Q3	–	Sell	-780	Closed	-$349K	–	239
2023 Q2	$349K	Buy	+780	New	+$393K	0.14%	137
2023 Q1	–	Sell	-580	Closed	-$297K	–	244
2022 Q4	$297K	Buy	580 +149	+35%	+$78.3K	0.1%	164
2022 Q3	$209K	Hold	431	–	–	0.09%	200
2022 Q2	$202K	Buy	+431	New	+$192K	0.08%	212
2020 Q3	–	Sell	-1,100	Closed	-$403K	–	98
2020 Q2	$403K	Buy	+1,100	New	+$412K	0.1%	78
2020 Q1	–	Sell	-1,100	Closed	-$403K	–	93
2019 Q4	$403K	Sell	1,100 -8,900	-89%	-$2.82M	0.1%	78
2019 Q3	$2.56M	Hold	10,000	–	–	0.64%	39
2019 Q2	$2.65M	Hold	10,000	–	–	0.67%	39
2019 Q1	$2.66M	Hold	10,000	–	–	0.67%	41
2018 Q4	$2.87M	Buy	+10,000	New	+$3.17M	0.74%	38

Other funds holding HUM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Family Investments's HUM Position: Q4 2025 in Review

West Family Investments sold out of Humana (HUM) in Q4 2025, closing a stake of 849 shares — an estimated $221K sold.

West Family Investments first reported a position in HUM in Q4 2018 and held it in 13 quarters. The position peaked at $2.87M in Q4 2018. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

West Family Investments reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
West Family Investments sold 849 Humana shares in Q4 2025, an estimated $221K.
West Family Investments first reported a position in Humana in Q4 2018 and held it in 13 quarters.
West Family Investments's Humana position peaked at $2.87M in Q4 2018.
863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.