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 Q2	$218K	Sell	417 -8	-2%	-$4.04K	﹤0.01%	389
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Evercore Wealth Management's HUBB Position: Q2 2026 in Review

Evercore Wealth Management reduced its Hubbell (HUBB) stake by 1.9% in Q2 2026, selling an estimated $4.04K and leaving 417 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Evercore Wealth Management first reported a position in HUBB in Q4 2015 and has held it in 13 quarters since. The position peaked at $281K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold HUBB as of Q2 2026.

Evercore Wealth Management held 417 shares of Hubbell worth $218K as of Q2 2026.
Evercore Wealth Management sold 8 Hubbell shares in Q2 2026, an estimated $4.04K.
Hubbell made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #389 holding.
Evercore Wealth Management first reported a position in Hubbell in Q4 2015 and has held it in 13 quarters since.
Evercore Wealth Management's Hubbell position peaked at $281K in Q3 2025.
1,019 funds tracked by Wall St. Rank held Hubbell as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.