EWA
HUBB icon

EP Wealth Advisors’s Hubbell HUBB Stock Holding History

EP Wealth Advisors’s Portfolio HUBB Stock Details HUBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-573
Closed -$240K – 1327
2024
Q4 		$240K Sell
573
-28
-5% -$12.5K ﹤0.01% 972
2024
Q3 		$257K Buy
601
+16
+3% +$6.15K ﹤0.01% 925
2024
Q2 		$214K Sell
585
-21
-3% -$8.24K ﹤0.01% 748
2024
Q1 		$252K Buy
+606
New +$219K ﹤0.01% 677

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EP Wealth Advisors's HUBB Position: Q1 2025 in Review

EP Wealth Advisors sold out of Hubbell (HUBB) in Q1 2025, closing a stake of 573 shares — an estimated $240K sold.

EP Wealth Advisors first reported a position in HUBB in Q1 2024 and held it in 4 quarters. The position peaked at $257K in Q3 2024. 838 funds tracked by Wall St. Rank hold HUBB as of Q1 2025.

  • EP Wealth Advisors reported no remaining Hubbell position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 573 Hubbell shares in Q1 2025, an estimated $240K.
  • EP Wealth Advisors first reported a position in Hubbell in Q1 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Hubbell position peaked at $257K in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Hubbell as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.