Advisor OS’s Hubbell HUBB Stock Holding History

Advisor OS’s Portfolio HUBB Stock Details HUBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$505K	Buy	1,029 +48	+5%	+$23.6K	0.04%	293
2025 Q4	$436K	Sell	981 -175	-15%	-$76.7K	0.04%	302
2025 Q3	$497K	Buy	1,156 +3	+0.3%	+$1.29K	0.04%	266
2025 Q2	$471K	Sell	1,153 -32	-3%	-$11.9K	0.05%	264
2025 Q1	$392K	Buy	1,185 +17	+1%	+$6.58K	0.04%	269
2024 Q4	$489K	Buy	+1,168	New	+$521K	0.06%	229
2024 Q2	–	Sell	-2,563	Closed	-$1.06M	–	401
2024 Q1	$1.06M	Buy	2,563 +26	+1%	+$9.41K	0.12%	157
2023 Q4	$834K	Buy	2,537 +130	+5%	+$39.1K	0.11%	162
2023 Q3	$754K	Buy	2,407 +2	+0.1%	+$637	0.11%	162
2023 Q2	$797K	Buy	+2,405	New	+$666K	0.13%	159

Other funds holding HUBB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor OS's HUBB Position: Q1 2026 in Review

Advisor OS increased its Hubbell (HUBB) stake by 4.9% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,029 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #293.

Advisor OS first reported a position in HUBB in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2024. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Advisor OS held 1,029 shares of Hubbell worth $505K as of Q1 2026.
Advisor OS bought 48 Hubbell shares in Q1 2026, an estimated $23.6K.
Hubbell made up 0.04% of Advisor OS's portfolio in Q1 2026, its #293 holding.
Advisor OS first reported a position in Hubbell in Q2 2023 and has held it in 10 quarters since.
Advisor OS's Hubbell position peaked at $1.06M in Q1 2024.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.