Carolinas Wealth Consulting’s Hubbell HUBB Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-4	Closed	-$1.32K	–	417
2025 Q1	$1.32K	Buy	+4	New	+$1.55K	﹤0.01%	874
2023 Q3	–	Sell	-72	Closed	-$23.9K	–	1060
2023 Q2	$23.9K	Hold	72	–	–	﹤0.01%	449
2023 Q1	$17.5K	Sell	72 -10	-12%	-$2.39K	﹤0.01%	512
2022 Q4	$19.2K	Hold	82	–	–	﹤0.01%	504
2022 Q3	$18K	Hold	82	–	–	﹤0.01%	460
2022 Q2	$15K	Hold	82	–	–	﹤0.01%	505
2022 Q1	$15K	Sell	82 -12	-13%	-$2.25K	﹤0.01%	537
2021 Q4	$20K	Hold	94	–	–	﹤0.01%	494
2021 Q3	$17K	Hold	94	–	–	﹤0.01%	500
2021 Q2	$18K	Hold	94	–	–	﹤0.01%	517
2021 Q1	$18K	Buy	94 +12	+15%	+$2.08K	﹤0.01%	528
2020 Q4	$13K	Hold	82	–	–	﹤0.01%	544
2020 Q3	$11K	Buy	+82	New	+$11.3K	﹤0.01%	471

Other funds holding HUBB

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

BlackRock New York $5.7T 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 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 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return