Clearstead Trust’s HUB Group HUBG Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-35	Closed	-$1.21K	–	1244
2025 Q3	$1.21K	Hold	35	–	–	﹤0.01%	1159
2025 Q2	$1.17K	Buy	+35	New	+$1.17K	﹤0.01%	1105

Other funds holding HUBG

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Clearstead Trust's HUBG Position: Q4 2025 in Review

Clearstead Trust sold out of HUB Group (HUBG) in Q4 2025, closing a stake of 35 shares — an estimated $1.21K sold.

Clearstead Trust first reported a position in HUBG in Q2 2025 and held it in 2 quarters. The position peaked at $1.21K in Q3 2025. 285 funds tracked by Wall St. Rank hold HUBG as of Q4 2025.

Clearstead Trust reported no remaining HUB Group position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 35 HUB Group shares in Q4 2025, an estimated $1.21K.
Clearstead Trust first reported a position in HUB Group in Q2 2025 and held it in 2 quarters.
Clearstead Trust's HUB Group position peaked at $1.21K in Q3 2025.
285 funds tracked by Wall St. Rank held HUB Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.