Bell Investment Advisors’s Hubbell HUBB Stock Holding History

Bell Investment Advisors’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	$13.3K	Buy	27 +1	+4%	+$491	﹤0.01%	580
2025 Q4	$11.5K	Buy	26 +15	+136%	+$6.57K	﹤0.01%	637
2025 Q3	$4.73K	Hold	11	–	–	﹤0.01%	960
2025 Q2	$4.49K	Buy	11 +1	+10%	+$371	﹤0.01%	1031
2025 Q1	$3.31K	Hold	10	–	–	﹤0.01%	1100
2024 Q4	$4.19K	Hold	10	–	–	﹤0.01%	1005
2024 Q3	$4.28K	Buy	10 +1	+11%	+$384	﹤0.01%	1021
2024 Q2	$3.29K	Hold	9	–	–	﹤0.01%	1126
2024 Q1	$3.74K	Hold	9	–	–	﹤0.01%	1069
2023 Q4	$2.96K	Sell	9 -1	-10%	-$301	﹤0.01%	1159
2023 Q3	$3.13K	Sell	10 -1	-9%	-$318	﹤0.01%	1061
2023 Q2	$3.65K	Sell	11 -2	-15%	-$554	﹤0.01%	989
2023 Q1	$3.16K	Buy	13 +4	+44%	+$957	﹤0.01%	1017
2022 Q4	$2.11K	Hold	9	–	–	﹤0.01%	1264
2022 Q3	$2K	Buy	9 +2	+29%	+$420	﹤0.01%	1124
2022 Q2	$1K	Buy	+7	New	+$1.32K	﹤0.01%	1460
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	979
2021 Q3	$3K	Buy	+14	New	+$2.73K	﹤0.01%	923

Other funds holding HUBB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

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

Bank of New York Mellon

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

Massachusetts Financial Services

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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