AWS
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Atria Wealth Solutions’s Hubbell HUBB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$787K Buy
1,926
+142
+8% +$52.6K 0.02% 737
2025
Q1 		$590K Sell
1,784
-54
-3% -$20.9K 0.01% 1123
2024
Q4 		$770K Buy
1,838
+82
+5% +$36.6K 0.01% 1037
2024
Q3 		$752K Buy
1,756
+127
+8% +$48.8K 0.01% 1039
2024
Q2 		$595K Buy
1,629
+581
+55% +$228K 0.01% 1151
2024
Q1 		$435K Sell
1,048
-698
-40% -$253K ﹤0.01% 1330
2023
Q4 		$574K Sell
1,746
-178
-9% -$53.5K 0.01% 1141
2023
Q3 		$603K Buy
1,924
+45
+2% +$14.3K 0.01% 1046
2023
Q2 		$623K Buy
+1,879
New +$520K 0.01% 1051

Other funds holding HUBB

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return