Corient Private Wealth’s HUB Group HUBG Stock Holding History

Corient Private Wealth’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 Q2	$359K	Buy	+8,209	New	+$344K	﹤0.01%	2440
2026 Q1	–	Sell	-7,666	Closed	-$328K	–	2911
2025 Q4	$328K	Buy	7,666 +673	+10%	+$25.6K	﹤0.01%	2115
2025 Q3	$241K	Sell	6,993 -64	-0.9%	-$2.29K	﹤0.01%	2256
2025 Q2	$236K	Buy	7,057 +1,414	+25%	+$47.4K	﹤0.01%	2132
2025 Q1	$210K	Buy	5,643 +26	+0.5%	+$1.08K	﹤0.01%	2042
2024 Q4	$250K	Sell	5,617 -11,560	-67%	-$539K	﹤0.01%	1994
2024 Q3	$781K	Buy	17,177 +10,827	+171%	+$480K	﹤0.01%	1522
2024 Q2	$273K	Sell	6,350 -668	-10%	-$28.2K	﹤0.01%	1962
2024 Q1	$303K	Buy	7,018 +22	+0.3%	+$963	﹤0.01%	1884
2023 Q4	$322K	Buy	+6,996	New	+$275K	﹤0.01%	1828

Other funds holding HUBG

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Corient Private Wealth's HUBG Position: Q2 2026 in Review

Corient Private Wealth opened a new position in HUB Group (HUBG) in Q2 2026: 8,209 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #2440 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in HUBG as recently as Q4 2025.

Corient Private Wealth first reported a position in HUBG in Q4 2023 and has held it in 10 quarters since. The position peaked at $781K in Q3 2024. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

Corient Private Wealth held 8,209 shares of HUB Group worth $359K as of Q2 2026.
HUB Group was a new Corient Private Wealth position in Q2 2026.
HUB Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2440 holding.
Corient Private Wealth first reported a position in HUB Group in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's HUB Group position peaked at $781K in Q3 2024.
286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.