DiNuzzo Private Wealth’s HUB Group HUBG Stock Holding History

DiNuzzo 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 Q2	$526	Hold	12	–	–	﹤0.01%	1089
2026 Q1	$433	Hold	12	–	–	﹤0.01%	1114
2025 Q4	$512	Hold	12	–	–	﹤0.01%	1077
2025 Q3	$450	Sell	12 -2	-14%	-$71	﹤0.01%	1114
2025 Q2	$469	Hold	14	–	–	﹤0.01%	1086
2025 Q1	$521	Buy	14 +2	+17%	+$83	﹤0.01%	1031
2024 Q4	$535	Hold	12	–	–	﹤0.01%	1057
2024 Q3	$546	Hold	12	–	–	﹤0.01%	1083
2024 Q2	$517	Buy	12 +2	+20%	+$84	﹤0.01%	1029
2024 Q1	$433	Hold	10	–	–	﹤0.01%	1019
2023 Q4	$460	Buy	+10	New	+$393	﹤0.01%	1007

Other funds holding HUBG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return