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Carolinas Wealth Consulting’s HUB Group HUBG Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-35
Closed -$1.54K – 1053
2024
Q4 		$1.54K Buy
35
+12
+52% +$560 ﹤0.01% 876
2024
Q3 		$1.03K Hold
23
– – ﹤0.01% 924
2024
Q2 		$975 Buy
23
+2
+10% +$84 ﹤0.01% 918
2024
Q1 		$895 Buy
+21
New +$919 ﹤0.01% 917

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's HUBG Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of HUB Group (HUBG) in Q1 2025, closing a stake of 35 shares — an estimated $1.54K sold.

Carolinas Wealth Consulting first reported a position in HUBG in Q1 2024 and held it in 4 quarters. The position peaked at $1.54K in Q4 2024. 269 funds tracked by Wall St. Rank hold HUBG as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining HUB Group position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 35 HUB Group shares in Q1 2025, an estimated $1.54K.
  • Carolinas Wealth Consulting first reported a position in HUB Group in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's HUB Group position peaked at $1.54K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held HUB Group as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.