Carson Wealth (CWM LLC)
HUBG icon

Carson Wealth (CWM LLC)’s HUB Group HUBG Stock Holding History

Carson Wealth (CWM LLC)’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 		$318K Sell
8,813
-1,302
-13% -$55K ﹤0.01% 2344
2025
Q4 		$431K Buy
10,115
+33
+0.3% +$1.25K ﹤0.01% 2011
2025
Q3 		$347K Buy
10,082
+1,639
+19% +$58.5K ﹤0.01% 2008
2025
Q2 		$282K Buy
8,443
+6,514
+338% +$219K ﹤0.01% 1912
2025
Q1 		$72K Sell
1,929
-497
-20% -$20.7K ﹤0.01% 2685
2024
Q4 		$108K Sell
2,426
-427
-15% -$19.9K ﹤0.01% 2235
2024
Q3 		$130K Buy
2,853
+567
+25% +$25.1K ﹤0.01% 2020
2024
Q2 		$98K Sell
2,286
-29,580
-93% -$1.25M ﹤0.01% 1989
2024
Q1 		$1.38M Buy
31,866
+29,900
+1,521% +$1.31M 0.01% 733
2023
Q4 		$90K Sell
1,966
-110
-5% -$4.32K ﹤0.01% 1823
2023
Q3 		$81K Buy
2,076
+422
+26% +$17.3K ﹤0.01% 1757
2023
Q2 		$66K Buy
1,654
+40
+2% +$1.55K ﹤0.01% 1804
2023
Q1 		$68K Sell
1,614
-36
-2% -$1.57K ﹤0.01% 1701
2022
Q4 		$66K Buy
1,650
+80
+5% +$3.12K ﹤0.01% 1580
2022
Q3 		$54K Buy
1,570
+516
+49% +$19.7K ﹤0.01% 1625
2022
Q2 		$37K Buy
1,054
+980
+1,324% +$34.3K ﹤0.01% 1767
2022
Q1 		$3K Buy
74
+12
+19% +$479 ﹤0.01% 3037
2021
Q4 		$3K Buy
+62
New +$2.47K ﹤0.01% 2984

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HUBG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its HUB Group (HUBG) stake by 13% in Q1 2026, selling an estimated $55K and leaving 8,813 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Carson Wealth (CWM LLC) first reported a position in HUBG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2024. 281 funds tracked by Wall St. Rank hold HUBG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,813 shares of HUB Group worth $318K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,302 HUB Group shares in Q1 2026, an estimated $55K.
  • HUB Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2344 holding.
  • Carson Wealth (CWM LLC) first reported a position in HUB Group in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s HUB Group position peaked at $1.38M in Q1 2024.
  • 281 funds tracked by Wall St. Rank held HUB Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.