Blue Trust Inc’s HUB Group HUBG Stock Holding History

Blue Trust Inc’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
2026 Q1	$65.3K	Sell	1,814 -519	-22%	-$21.9K	﹤0.01%	1218
2025 Q4	$99.4K	Sell	2,333 -273	-10%	-$10.4K	﹤0.01%	1069
2025 Q3	$89.8K	Sell	2,606 -37	-1%	-$1.32K	﹤0.01%	1117
2025 Q2	$88.4K	Buy	2,643 +165	+7%	+$5.54K	﹤0.01%	1098
2025 Q1	$92.1K	Buy	2,478 +714	+40%	+$29.8K	﹤0.01%	1028
2024 Q4	$78.6K	Sell	1,764 -47	-3%	-$2.19K	﹤0.01%	1034
2024 Q3	$78K	Sell	1,811 -452	-20%	-$20K	﹤0.01%	1354
2024 Q2	$97.8K	Buy	2,263 +775	+52%	+$32.7K	﹤0.01%	989
2024 Q1	$64.3K	Sell	1,488 -218	-13%	-$9.54K	﹤0.01%	838
2023 Q4	$67K	Sell	1,706 -78	-4%	-$3.06K	﹤0.01%	832
2023 Q3	$72K	Buy	1,784 +780	+78%	+$32K	﹤0.01%	727
2023 Q2	$42K	Sell	1,004 -3,530	-78%	-$136K	﹤0.01%	753
2023 Q1	$180K	Buy	4,534 +1,568	+53%	+$68.4K	﹤0.01%	578
2022 Q4	$102K	Buy	2,966 +1,136	+62%	+$44.4K	﹤0.01%	658
2022 Q3	$65K	Buy	1,830 +1,166	+176%	+$44.5K	﹤0.01%	666
2022 Q2	$26K	Buy	+664	New	+$23.3K	﹤0.01%	885

Other funds holding HUBG

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

Wellington Management Group

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

Dimensional Fund Advisors

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

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Geode Capital Management

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