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Bordeaux Wealth Advisors’s Hubbell HUBB Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$259K Buy
635
+30
+5% +$11.1K 0.03% 137
2025
Q1 		$200K Sell
605
-18
-3% -$6.97K 0.04% 154
2024
Q4 		$261K Buy
623
+1
+0.2% +$446 0.04% 129
2024
Q3 		$266K Buy
622
+19
+3% +$7.3K 0.05% 134
2024
Q2 		$220K Buy
603
+3
+0.5% +$1.18K 0.04% 127
2024
Q1 		$249K Buy
+600
New +$217K 0.08% 94

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bordeaux Wealth Advisors's HUBB Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Hubbell (HUBB) stake by 5% in Q2 2025, buying an estimated $11.1K and bringing the position to 635 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #137.

Bordeaux Wealth Advisors first reported a position in HUBB in Q1 2024 and has held it in 6 quarters since. The position peaked at $266K in Q3 2024. 867 funds tracked by Wall St. Rank hold HUBB as of Q2 2025.

  • Bordeaux Wealth Advisors held 635 shares of Hubbell worth $259K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 30 Hubbell shares in Q2 2025, an estimated $11.1K.
  • Hubbell made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #137 holding.
  • Bordeaux Wealth Advisors first reported a position in Hubbell in Q1 2024 and has held it in 6 quarters since.
  • Bordeaux Wealth Advisors's Hubbell position peaked at $266K in Q3 2024.
  • 867 funds tracked by Wall St. Rank held Hubbell as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.