EP
HUBG icon

Edgestream Partners’s HUB Group HUBG Stock Holding History

Edgestream Partners’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 		$8.07M Buy
+223,897
New +$9.46M 0.26% 82
2025
Q4 		– Sell
-129,611
Closed -$4.46M – 1037
2025
Q3 		$4.46M Sell
129,611
-110,802
-46% -$3.96M 0.13% 283
2025
Q2 		$8.04M Buy
240,413
+29,993
+14% +$1.01M 0.22% 147
2025
Q1 		$7.82M Buy
210,420
+136,522
+185% +$5.69M 0.27% 97
2024
Q4 		$3.29M Buy
73,898
+3,216
+5% +$150K 0.14% 288
2024
Q3 		$3.21M Buy
+70,682
New +$3.13M 0.14% 247
2024
Q2 		– Sell
-135,190
Closed -$5.84M – 932
2024
Q1 		$5.84M Buy
+135,190
New +$5.92M 0.29% 74
2023
Q4 		– Sell
-78,278
Closed -$3.07M – 938
2023
Q3 		$3.07M Buy
78,278
+25,204
+47% +$1.03M 0.24% 98
2023
Q2 		$2.13M Buy
+53,074
New +$2.05M 0.19% 166

Other funds holding HUBG

BlackRock
BlackRock New York $5.7T 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 $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return