Creative Planning’s HUB Group HUBG Stock Holding History

Creative Planning’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	$2.6M	Sell	72,169 -7,755	-10%	-$328K	﹤0.01%	1697
2025 Q4	$3.41M	Buy	79,924 +46,253	+137%	+$1.76M	﹤0.01%	1290
2025 Q3	$1.16M	Buy	33,671 +17,479	+108%	+$624K	﹤0.01%	1980
2025 Q2	$541K	Sell	16,192 -4,383	-21%	-$147K	﹤0.01%	2404
2025 Q1	$765K	Buy	20,575 +10,578	+106%	+$441K	﹤0.01%	1940
2024 Q4	$445K	Buy	9,997 +4,651	+87%	+$217K	﹤0.01%	2337
2024 Q3	$243K	Sell	5,346 -776	-13%	-$34.4K	﹤0.01%	2699
2024 Q2	$264K	Buy	+6,122	New	+$259K	﹤0.01%	2468
2023 Q2	–	Sell	-16	Closed	-$672	–	2730
2023 Q1	$672	Buy	+16	New	+$698	﹤0.01%	2561
2017 Q3	–	Sell	-94	Closed	-$2K	–	2708
2017 Q2	$2K	Hold	94	–	–	﹤0.01%	4303
2017 Q1	$2K	Buy	+94	New	+$2.22K	﹤0.01%	4287
2014 Q4	–	Sell	-112	Closed	-$2K	–	4235
2014 Q3	$2K	Buy	+112	New	+$2.55K	﹤0.01%	3658

Other funds holding HUBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Creative Planning's HUBG Position: Q1 2026 in Review

Creative Planning reduced its HUB Group (HUBG) stake by 9.7% in Q1 2026, selling an estimated $328K and leaving 72,169 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Creative Planning first reported a position in HUBG in Q3 2014 and has held it in 12 quarters since. The position peaked at $3.41M in Q4 2025. 280 funds tracked by Wall St. Rank hold HUBG as of Q1 2026.

Creative Planning held 72,169 shares of HUB Group worth $2.6M as of Q1 2026.
Creative Planning sold 7,755 HUB Group shares in Q1 2026, an estimated $328K.
HUB Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1697 holding.
Creative Planning first reported a position in HUB Group in Q3 2014 and has held it in 12 quarters since.
Creative Planning's HUB Group position peaked at $3.41M in Q4 2025.
280 funds tracked by Wall St. Rank held HUB Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.