Capital Advisors Ltd’s Hubbell HUBB Stock Holding History

Capital Advisors Ltd’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	$40K	Hold	82	–	–	﹤0.01%	543
2025 Q4	$36K	Hold	82	–	–	﹤0.01%	556
2025 Q3	$35K	Hold	82	–	–	﹤0.01%	550
2025 Q2	$33K	Hold	82	–	–	﹤0.01%	545
2025 Q1	$27K	Sell	82 -2	-2%	-$774	﹤0.01%	572
2024 Q4	$35K	Hold	84	–	–	﹤0.01%	518
2024 Q3	$36K	Hold	84	–	–	﹤0.01%	513
2024 Q2	$31K	Hold	84	–	–	﹤0.01%	524
2024 Q1	$35K	Buy	84 +2	+2%	+$724	﹤0.01%	493
2023 Q4	$27K	Hold	82	–	–	﹤0.01%	520
2023 Q3	$26K	Hold	82	–	–	﹤0.01%	509
2023 Q2	$27K	Hold	82	–	–	﹤0.01%	523
2023 Q1	$20K	Hold	82	–	–	﹤0.01%	463
2022 Q4	$19K	Sell	82 -5	-6%	-$1.2K	﹤0.01%	470
2022 Q3	$19K	Buy	87 +5	+6%	+$1.05K	﹤0.01%	455
2022 Q2	$15K	Sell	82 -2	-2%	-$377	﹤0.01%	464
2022 Q1	$15K	Buy	84 +2	+2%	+$375	﹤0.01%	472
2021 Q4	$17K	Buy	+82	New	+$16.4K	﹤0.01%	449

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