Evercore Wealth Management’s Hubbell HUBB Stock Holding History

Evercore Wealth Management’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
2026 Q1	$209K	Buy	+425	New	+$209K	﹤0.01%	391
2025 Q4	–	Sell	-653	Closed	-$281K	–	430
2025 Q3	$281K	Buy	+653	New	+$281K	﹤0.01%	358
2023 Q3	–	Sell	-631	Closed	-$209K	–	419
2023 Q2	$209K	Buy	+631	New	+$175K	﹤0.01%	388
2018 Q1	–	Sell	-675	Closed	-$91K	–	543
2017 Q4	$91K	Hold	675	–	–	﹤0.01%	482
2017 Q3	$78K	Hold	675	–	–	﹤0.01%	504
2017 Q2	$76K	Buy	675 +375	+125%	+$43.4K	﹤0.01%	522
2017 Q1	$36K	Hold	300	–	–	﹤0.01%	653
2016 Q4	$35K	Hold	300	–	–	﹤0.01%	662
2016 Q3	$32K	Hold	300	–	–	﹤0.01%	694
2016 Q2	$32K	Hold	300	–	–	﹤0.01%	672
2016 Q1	$32K	Hold	300	–	–	﹤0.01%	649
2015 Q4	$30K	Buy	+300	New	+$30.6K	﹤0.01%	687

Other funds holding HUBB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evercore Wealth Management's HUBB Position: Q1 2026 in Review

Evercore Wealth Management opened a new position in Hubbell (HUBB) in Q1 2026: 425 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in HUBB as recently as Q3 2025.

Evercore Wealth Management first reported a position in HUBB in Q4 2015 and has held it in 12 quarters since. The position peaked at $281K in Q3 2025. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Evercore Wealth Management held 425 shares of Hubbell worth $209K as of Q1 2026.
Hubbell was a new Evercore Wealth Management position in Q1 2026.
Hubbell made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #391 holding.
Evercore Wealth Management first reported a position in Hubbell in Q4 2015 and has held it in 12 quarters since.
Evercore Wealth Management's Hubbell position peaked at $281K in Q3 2025.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.