Cassady Schiller Wealth Management’s Hubbell HUBB Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$839K	Buy	2,004 +4	+0.2%	+$1.78K	0.31%	51
2024 Q3	$857K	Hold	2,000	–	–	0.31%	49
2024 Q2	$731K	Hold	2,000	–	–	0.3%	53
2024 Q1	$830K	Hold	2,000	–	–	0.37%	46
2023 Q4	$658K	Hold	2,000	–	–	0.33%	50
2023 Q3	$627K	Hold	2,000	–	–	0.35%	50
2023 Q2	$663K	Hold	2,000	–	–	0.36%	49
2023 Q1	$487K	Hold	2,000	–	–	0.23%	57
2022 Q4	$469K	Hold	2,000	–	–	0.29%	60
2022 Q3	$446K	Hold	2,000	–	–	0.26%	62
2022 Q2	$357K	Hold	2,000	–	–	0.19%	70
2022 Q1	$368K	Buy	+2,000	New	+$375K	0.18%	76

Other funds holding HUBB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassady Schiller Wealth Management's HUBB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Hubbell (HUBB) stake by 0.2% in Q4 2024, buying an estimated $1.78K and bringing the position to 2,004 shares worth $839K. The position accounts for 0.31% of the portfolio, ranked #51.

Cassady Schiller Wealth Management first reported a position in HUBB in Q1 2022 and has held it in 12 quarters since. The position peaked at $857K in Q3 2024. 849 funds tracked by Wall St. Rank hold HUBB as of Q4 2024.

Cassady Schiller Wealth Management held 2,004 shares of Hubbell worth $839K as of Q4 2024.
Cassady Schiller Wealth Management bought 4 Hubbell shares in Q4 2024, an estimated $1.78K.
Hubbell made up 0.31% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #51 holding.
Cassady Schiller Wealth Management first reported a position in Hubbell in Q1 2022 and has held it in 12 quarters since.
Cassady Schiller Wealth Management's Hubbell position peaked at $857K in Q3 2024.
849 funds tracked by Wall St. Rank held Hubbell as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.