Creative Financial Designs’s Hubbell HUBB Stock Holding History

Creative Financial Designs’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
2026 Q1	$31.9K	Hold	65	–	–	﹤0.01%	1055
2025 Q4	$28.9K	Hold	65	–	–	﹤0.01%	1053
2025 Q3	$28K	Hold	65	–	–	﹤0.01%	1038
2025 Q2	$26.5K	Sell	65 -1	-2%	-$371	﹤0.01%	1048
2025 Q1	$21.8K	Buy	66 +1	+2%	+$387	﹤0.01%	1062
2024 Q4	$27.2K	Buy	65 +30	+86%	+$13.4K	﹤0.01%	967
2024 Q3	$15K	Hold	35	–	–	﹤0.01%	1088
2024 Q2	$12.8K	Hold	35	–	–	﹤0.01%	1086
2024 Q1	$14.5K	Hold	35	–	–	﹤0.01%	1044
2023 Q4	$11.5K	Hold	35	–	–	﹤0.01%	1047
2023 Q3	$11K	Hold	35	–	–	﹤0.01%	1000
2023 Q2	$11.6K	Hold	35	–	–	﹤0.01%	974
2023 Q1	$8.52K	Hold	35	–	–	﹤0.01%	999
2022 Q4	$8.21K	Buy	+35	New	+$8.39K	﹤0.01%	938
2021 Q4	–	Sell	-39	Closed	-$7K	–	1320
2021 Q3	$7K	Hold	39	–	–	﹤0.01%	1084
2021 Q2	$7K	Hold	39	–	–	﹤0.01%	1088
2021 Q1	$7K	Hold	39	–	–	﹤0.01%	993
2020 Q4	$6K	Hold	39	–	–	﹤0.01%	947
2020 Q3	$5K	Buy	39 +1	+3%	+$138	﹤0.01%	925
2020 Q2	$5K	Buy	+38	New	+$4.63K	﹤0.01%	866

Other funds holding HUBB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return