Corient Private Wealth
HUBG icon

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
Q1 		– Sell
-15,332
Closed -$656K – 2929
2025
Q4 		$656K Buy
15,332
+8,339
+119% +$317K ﹤0.01% 2149
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return