EWM
HUBB icon

Evermay Wealth Management’s Hubbell HUBB Stock Holding History

Evermay 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 		$103K Hold
210
– – 0.01% 248
2025
Q4 		$93.3K Hold
210
– – 0.01% 267
2025
Q3 		$90.4K Hold
210
– – 0.01% 276
2025
Q2 		$85.8K Hold
210
– – 0.01% 280
2025
Q1 		$69.5K Hold
210
– – 0.01% 295
2024
Q4 		$88K Hold
210
– – 0.01% 264
2024
Q3 		$90K Hold
210
– – 0.01% 278
2024
Q2 		$76.8K Hold
210
– – 0.01% 300
2024
Q1 		$87.2K Sell
210
-1
-0.5% -$362 0.01% 291
2023
Q4 		$69.4K Buy
211
+1
+0.5% +$301 0.01% 296
2023
Q3 		$65.8K Hold
210
– – 0.01% 279
2023
Q2 		$69.6K Hold
210
– – 0.01% 281
2023
Q1 		$51.1K Hold
210
– – 0.01% 300
2022
Q4 		$49.3K Hold
210
– – 0.01% 298
2022
Q3 		$47K Hold
210
– – 0.01% 286
2022
Q2 		$38K Buy
+210
New +$39.6K 0.01% 298

Other funds holding HUBB

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return