Centric Wealth Management’s Hubbell HUBB Stock Holding History

Centric 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
2026 Q1	$706K	Hold	1,368	–	–	0.14%	105
2025 Q4	$678K	Hold	1,368	–	–	0.14%	109
2025 Q3	$643K	Hold	1,368	–	–	0.14%	108
2025 Q2	$573K	Hold	1,368	–	–	0.14%	112
2025 Q1	$453K	Hold	1,368	–	–	0.12%	114
2024 Q4	$573K	Hold	1,368	–	–	0.15%	103
2024 Q3	$646K	Hold	1,368	–	–	0.17%	100
2024 Q2	$502K	Hold	1,368	–	–	0.14%	101
2024 Q1	$507K	Hold	1,368	–	–	0.16%	96
2023 Q4	$480K	Hold	1,368	–	–	0.16%	95
2023 Q3	$429K	Hold	1,368	–	–	0.18%	78
2023 Q2	$459K	Hold	1,368	–	–	0.18%	74
2023 Q1	$333K	Hold	1,368	–	–	0.14%	82
2022 Q4	$321K	Hold	1,368	–	–	0.16%	78
2022 Q3	$305K	Hold	1,368	–	–	0.12%	96
2022 Q2	$244K	Sell	1,368 -53	-4%	-$9.99K	0.09%	114
2022 Q1	$261K	Hold	1,421	–	–	0.08%	133
2021 Q4	$296K	Hold	1,421	–	–	0.1%	125
2021 Q3	$257K	Hold	1,421	–	–	0.09%	133
2021 Q2	$265K	Hold	1,421	–	–	0.09%	129
2021 Q1	$266K	Hold	1,421	–	–	0.08%	177
2020 Q4	$223K	Buy	+1,421	New	+$218K	0.07%	178

Other funds holding HUBB

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return