AWM
HUBB icon

Avior Wealth Management’s Hubbell HUBB Stock Holding History

Avior Wealth Management’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 		– Sell
-619
Closed -$205K – 731
2025
Q1 		$205K Sell
619
-1
-0.2% -$387 0.01% 655
2024
Q4 		$260K Sell
620
-1,185
-66% -$529K 0.01% 625
2024
Q3 		$774K Sell
1,805
-486
-21% -$187K 0.03% 338
2024
Q2 		$840K Sell
2,291
-255
-10% -$100K 0.04% 315
2024
Q1 		$1.06M Buy
2,546
+445
+21% +$161K 0.05% 272
2023
Q4 		$691K Buy
2,101
+79
+4% +$23.8K 0.04% 269
2023
Q3 		$634K Sell
2,022
-224
-10% -$71.3K 0.04% 273
2023
Q2 		$745K Buy
2,246
+2,131
+1,853% +$590K 0.05% 251
2023
Q1 		$28.2K Buy
115
+15
+15% +$3.59K ﹤0.01% 888
2022
Q4 		$23.5K Buy
100
+1
+1% +$240 ﹤0.01% 736
2022
Q3 		$22K Hold
99
– – ﹤0.01% 726
2022
Q2 		$17K Buy
99
+1
+1% +$188 ﹤0.01% 693
2022
Q1 		$18K Hold
98
– – ﹤0.01% 733
2021
Q4 		$20K Buy
98
+1
+1% +$200 ﹤0.01% 704
2021
Q3 		$17K Hold
97
– – ﹤0.01% 700
2021
Q2 		$18K Hold
97
– – ﹤0.01% 659
2021
Q1 		$18K Buy
97
+1
+1% +$173 ﹤0.01% 665
2020
Q4 		$15K Buy
96
+1
+1% +$153 ﹤0.01% 656
2020
Q3 		$13K Hold
95
– – ﹤0.01% 652
2020
Q2 		$11K Buy
+95
New +$11.6K ﹤0.01% 654
2018
Q2 		– Sell
-1,672
Closed -$185K – 817
2018
Q1 		$204K Sell
1,672
-27
-2% -$3.55K 0.05% 304
2017
Q4 		$230K Buy
+1,699
New +$212K 0.05% 293

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Avior Wealth Management's HUBB Position: Q2 2025 in Review

Avior Wealth Management sold out of Hubbell (HUBB) in Q2 2025, closing a stake of 619 shares — an estimated $205K sold.

Avior Wealth Management first reported a position in HUBB in Q4 2017 and held it in 22 quarters. The position peaked at $1.06M in Q1 2024. 869 funds tracked by Wall St. Rank hold HUBB as of Q2 2025.

  • Avior Wealth Management reported no remaining Hubbell position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 619 Hubbell shares in Q2 2025, an estimated $205K.
  • Avior Wealth Management first reported a position in Hubbell in Q4 2017 and held it in 22 quarters.
  • Avior Wealth Management's Hubbell position peaked at $1.06M in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Hubbell as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.