C
HUBG icon

Covestor’s HUB Group HUBG Stock Holding History

Covestor’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 		$40K Sell
1,105
-1,170
-51% -$49.4K 0.03% 826
2025
Q4 		$97K Sell
2,275
-411
-15% -$15.6K 0.05% 597
2025
Q3 		$93K Buy
2,686
+491
+22% +$17.5K 0.05% 612
2025
Q2 		$73K Buy
2,195
+289
+15% +$9.7K 0.04% 724
2025
Q1 		$71K Sell
1,906
-224
-11% -$9.34K 0.05% 680
2024
Q4 		$95K Buy
2,130
+124
+6% +$5.79K 0.06% 558
2024
Q3 		$91K Sell
2,006
-101
-5% -$4.47K 0.06% 578
2024
Q2 		$91K Buy
2,107
+498
+31% +$21K 0.06% 552
2024
Q1 		$70K Sell
1,609
-733
-31% -$32.1K 0.04% 744
2023
Q4 		$108K Sell
2,342
-1,922
-45% -$75.5K 0.07% 447
2023
Q3 		$168K Sell
4,264
-654
-13% -$26.8K 0.13% 170
2023
Q2 		$198K Sell
4,918
-112
-2% -$4.33K 0.15% 120
2023
Q1 		$211K Buy
5,030
+416
+9% +$18.1K 0.18% 91
2022
Q4 		$183K Buy
4,614
+572
+14% +$22.3K 0.15% 142
2022
Q3 		$139K Buy
4,042
+3,878
+2,365% +$148K 0.12% 196
2022
Q2 		$6K Buy
164
+80
+95% +$2.8K ﹤0.01% 1360
2022
Q1 		$3K Sell
84
-16
-16% -$639 ﹤0.01% 1608
2021
Q4 		$4K Buy
+100
New +$3.98K 0.01% 1393

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T 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 $1.18B AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return