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Compass Wealth Management’s Hubbell HUBB Stock Holding History

Compass 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
2025
Q2 		– Sell
-565
Closed -$187K – 262
2025
Q1 		$187K Sell
565
-1,190
-68% -$461K 0.05% 151
2024
Q4 		$735K Hold
1,755
– – 0.18% 89
2024
Q3 		$752K Sell
1,755
-280
-14% -$108K 0.18% 93
2024
Q2 		$744K Buy
2,035
+220
+12% +$86.3K 0.18% 93
2024
Q1 		$753K Buy
1,815
+1,715
+1,715% +$621K 0.19% 98
2023
Q4 		$32.9K Sell
100
-250
-71% -$75.2K 0.01% 278
2023
Q3 		$110K Hold
350
– – 0.03% 179
2023
Q2 		$116K Hold
350
– – 0.04% 176
2023
Q1 		$85.2K Hold
350
– – 0.03% 196
2022
Q4 		$82.1K Buy
+350
New +$83.9K 0.03% 197

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Compass Wealth Management's HUBB Position: Q2 2025 in Review

Compass Wealth Management sold out of Hubbell (HUBB) in Q2 2025, closing a stake of 565 shares — an estimated $187K sold.

Compass Wealth Management first reported a position in HUBB in Q4 2022 and held it in 10 quarters. The position peaked at $753K in Q1 2024. 869 funds tracked by Wall St. Rank hold HUBB as of Q2 2025.

  • Compass Wealth Management reported no remaining Hubbell position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 565 Hubbell shares in Q2 2025, an estimated $187K.
  • Compass Wealth Management first reported a position in Hubbell in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Hubbell position peaked at $753K in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Hubbell as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.