Creative Planning
HUBG icon

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
Q2 		$2.86M Sell
65,277
-6,892
-10% -$289K ﹤0.01% 1820
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
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

Creative Planning's HUBG Position: Q2 2026 in Review

Creative Planning reduced its HUB Group (HUBG) stake by 9.5% in Q2 2026, selling an estimated $289K and leaving 65,277 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Creative Planning first reported a position in HUBG in Q3 2014 and has held it in 13 quarters since. The position peaked at $3.41M in Q4 2025. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Creative Planning held 65,277 shares of HUB Group worth $2.86M as of Q2 2026.
  • Creative Planning sold 6,892 HUB Group shares in Q2 2026, an estimated $289K.
  • HUB Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1820 holding.
  • Creative Planning first reported a position in HUB Group in Q3 2014 and has held it in 13 quarters since.
  • Creative Planning's HUB Group position peaked at $3.41M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.