EFG
HUBB icon

Everhart Financial Group’s Hubbell HUBB Stock Holding History

Everhart Financial Group’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 		$1.23M Sell
2,353
-46
-2% -$23.2K 0.08% 136
2026
Q1 		$1.18M Buy
2,399
+128
+6% +$62.9K 0.1% 136
2025
Q4 		$1.01M Buy
2,271
+177
+8% +$77.6K 0.09% 154
2025
Q3 		$901K Buy
2,094
+318
+18% +$137K 0.09% 158
2025
Q2 		$725K Buy
1,776
+183
+11% +$67.8K 0.08% 176
2025
Q1 		$527K Sell
1,593
-283
-15% -$110K 0.07% 195
2024
Q4 		$786K Buy
1,876
+137
+8% +$61.1K 0.16% 131
2024
Q3 		$745K Buy
1,739
+50
+3% +$19.2K 0.17% 141
2024
Q2 		$617K Buy
1,689
+138
+9% +$54.1K 0.16% 133
2024
Q1 		$644K Buy
1,551
+116
+8% +$42K 0.19% 116
2023
Q4 		$472K Buy
1,435
+14
+1% +$4.21K 0.17% 120
2023
Q3 		$445K Buy
1,421
+8
+0.6% +$2.55K 0.19% 104
2023
Q2 		$468K Buy
1,413
+126
+10% +$34.9K 0.19% 102
2023
Q1 		$313K Sell
1,287
-86
-6% -$20.6K 0.14% 132
2022
Q4 		$322K Sell
1,373
-8
-0.6% -$1.92K 0.16% 114
2022
Q3 		$308K Buy
1,381
+195
+16% +$40.9K 0.17% 124
2022
Q2 		$212K Buy
+1,186
New +$223K 0.13% 171

Other funds holding HUBB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Everhart Financial Group's HUBB Position: Q2 2026 in Review

Everhart Financial Group reduced its Hubbell (HUBB) stake by 1.9% in Q2 2026, selling an estimated $23.2K and leaving 2,353 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #136.

Everhart Financial Group first reported a position in HUBB in Q2 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold HUBB as of Q2 2026.

  • Everhart Financial Group held 2,353 shares of Hubbell worth $1.23M as of Q2 2026.
  • Everhart Financial Group sold 46 Hubbell shares in Q2 2026, an estimated $23.2K.
  • Hubbell made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #136 holding.
  • Everhart Financial Group first reported a position in Hubbell in Q2 2022 and has held it in 17 quarters since.
  • 149 funds tracked by Wall St. Rank held Hubbell as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.