Bell Investment Advisors’s HUB Group HUBG Stock Holding History

Bell Investment Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24	Closed	-$893	–	1930
2025 Q1	$893	Buy	24 +12	+100%	+$500	﹤0.01%	1586
2024 Q4	$535	Sell	12 -30	-71%	-$1.4K	﹤0.01%	1749
2024 Q3	$1.91K	Hold	42	–	–	﹤0.01%	1374
2024 Q2	$1.81K	Buy	42 +12	+40%	+$507	﹤0.01%	1394
2024 Q1	$1.3K	Hold	30	–	–	﹤0.01%	1520
2023 Q4	$1.38K	Sell	30 -28	-48%	-$1.1K	﹤0.01%	1474
2023 Q3	$2.28K	Buy	58 +30	+107%	+$1.23K	﹤0.01%	1201
2023 Q2	$1.13K	Hold	28	–	–	﹤0.01%	1556
2023 Q1	$1.18K	Sell	28 -24	-46%	-$1.05K	﹤0.01%	1488
2022 Q4	$2.07K	Buy	+52	New	+$2.03K	﹤0.01%	1276
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1465
2021 Q3	$0	Buy	+14	New	+$470	﹤0.01%	1771

Other funds holding HUBG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bell Investment Advisors's HUBG Position: Q2 2025 in Review

Bell Investment Advisors sold out of HUB Group (HUBG) in Q2 2025, closing a stake of 24 shares — an estimated $893 sold.

Bell Investment Advisors first reported a position in HUBG in Q3 2021 and held it in 12 quarters. The position peaked at $2.28K in Q3 2023. 277 funds tracked by Wall St. Rank hold HUBG as of Q2 2025.

Bell Investment Advisors reported no remaining HUB Group position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 24 HUB Group shares in Q2 2025, an estimated $893.
Bell Investment Advisors first reported a position in HUB Group in Q3 2021 and held it in 12 quarters.
Bell Investment Advisors's HUB Group position peaked at $2.28K in Q3 2023.
277 funds tracked by Wall St. Rank held HUB Group as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.