Avantax Planning Partners’s Hubbell HUBB Stock Holding History

Avantax Planning Partners’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	$842K	Hold	1,715	–	–	0.02%	213
2025 Q4	$762K	Sell	1,715 -448	-21%	-$196K	0.02%	219
2025 Q3	$931K	Sell	2,163 -673	-24%	-$290K	0.03%	201
2025 Q2	$1.16M	Buy	2,836 +2	+0.1%	+$741	0.04%	181
2025 Q1	$938K	Hold	2,834	–	–	0.03%	187
2024 Q4	$1.19M	Hold	2,834	–	–	0.04%	165
2024 Q3	$1.21M	Hold	2,834	–	–	0.04%	167
2024 Q2	$1.04M	Hold	2,834	–	–	0.03%	206
2024 Q1	$1.18M	Hold	2,834	–	–	0.04%	198
2023 Q4	$932K	Hold	2,834	–	–	0.04%	175
2023 Q3	$888K	Hold	2,834	–	–	0.04%	172
2023 Q2	$940K	Hold	2,834	–	–	0.04%	167
2023 Q1	$690K	Hold	2,834	–	–	0.03%	203
2022 Q4	$665K	Buy	+2,834	New	+$680K	0.03%	207
2018 Q4	–	Sell	-26	Closed	-$3K	–	688
2018 Q3	$3K	Buy	+26	New	+$3.19K	﹤0.01%	1255
2018 Q2	–	Sell	-37	Closed	-$5K	–	774
2018 Q1	$5K	Buy	+37	New	+$4.87K	﹤0.01%	1322

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

Avantax Planning Partners's HUBB Position: Q1 2026 in Review

Avantax Planning Partners held its Hubbell (HUBB) position steady in Q1 2026 at 1,715 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #213.

Avantax Planning Partners first reported a position in HUBB in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2024. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Avantax Planning Partners held 1,715 shares of Hubbell worth $842K as of Q1 2026.
Avantax Planning Partners left its Hubbell share count unchanged in Q1 2026.
Hubbell made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #213 holding.
Avantax Planning Partners first reported a position in Hubbell in Q1 2018 and has held it in 16 quarters since.
Avantax Planning Partners's Hubbell position peaked at $1.21M in Q3 2024.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.