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Empirical Wealth Management’s HUB Group HUBG Stock Holding History

Empirical Wealth Management’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
2025
Q1 		– Sell
-11,960
Closed -$533K – 676
2024
Q4 		$533K Buy
11,960
+1,375
+13% +$64.2K 0.01% 374
2024
Q3 		$481K Sell
10,585
-4,435
-30% -$197K 0.01% 378
2024
Q2 		$647K Buy
15,020
+6,768
+82% +$286K 0.02% 310
2024
Q1 		$357K Buy
8,252
+568
+7% +$24.9K 0.01% 398
2023
Q4 		$353K Sell
7,684
-148
-2% -$5.81K 0.01% 371
2023
Q3 		$308K Buy
+7,832
New +$321K 0.01% 366

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Wealth Management's HUBG Position: Q1 2025 in Review

Empirical Wealth Management sold out of HUB Group (HUBG) in Q1 2025, closing a stake of 11,960 shares — an estimated $533K sold.

Empirical Wealth Management first reported a position in HUBG in Q3 2023 and held it in 6 quarters. The position peaked at $647K in Q2 2024. 269 funds tracked by Wall St. Rank hold HUBG as of Q1 2025.

  • Empirical Wealth Management reported no remaining HUB Group position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 11,960 HUB Group shares in Q1 2025, an estimated $533K.
  • Empirical Wealth Management first reported a position in HUB Group in Q3 2023 and held it in 6 quarters.
  • Empirical Wealth Management's HUB Group position peaked at $647K in Q2 2024.
  • 269 funds tracked by Wall St. Rank held HUB Group as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.