EWA
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EverSource Wealth Advisors’s HUB Group HUBG Stock Holding History

EverSource Wealth Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.98K Sell
205
-5
-2% -$210 ﹤0.01% 2965
2026
Q1 		$7.57K Sell
210
-154
-42% -$6.51K ﹤0.01% 3067
2025
Q4 		$15.5K Sell
364
-135
-27% -$5.13K ﹤0.01% 2556
2025
Q3 		$17.2K Sell
499
-102
-17% -$3.64K ﹤0.01% 2478
2025
Q2 		$20.1K Buy
601
+146
+32% +$4.9K ﹤0.01% 2286
2025
Q1 		$16.9K Sell
455
-62
-12% -$2.58K ﹤0.01% 1789
2024
Q4 		$23K Buy
517
+46
+10% +$2.15K ﹤0.01% 1545
2024
Q3 		$21.4K Sell
471
-67
-12% -$2.97K ﹤0.01% 1456
2024
Q2 		$25.2K Buy
538
+90
+20% +$3.8K ﹤0.01% 1393
2024
Q1 		$18K Sell
448
-2
-0.4% -$88 ﹤0.01% 1413
2023
Q4 		$20.7K Sell
450
-136
-23% -$5.34K ﹤0.01% 1215
2023
Q3 		$23K Sell
586
-86
-13% -$3.53K ﹤0.01% 1076
2023
Q2 		$27K Buy
672
+126
+23% +$4.87K ﹤0.01% 1038
2023
Q1 		$22.9K Sell
546
-202
-27% -$8.81K ﹤0.01% 1032
2022
Q4 		$29.7K Buy
748
+24
+3% +$937 ﹤0.01% 949
2022
Q3 		$25K Hold
724
– – 0.01% 833
2022
Q2 		$26K Hold
724
– – 0.01% 763
2022
Q1 		$28K Hold
724
– – 0.01% 589
2021
Q4 		$30K Buy
+724
New +$28.8K 0.01% 532

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

EverSource Wealth Advisors's HUBG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HUB Group (HUBG) stake by 2.4% in Q2 2026, selling an estimated $210 and leaving 205 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

EverSource Wealth Advisors first reported a position in HUBG in Q4 2021 and has held it in 19 quarters since. The position peaked at $30K in Q4 2021. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • EverSource Wealth Advisors held 205 shares of HUB Group worth $8.98K as of Q2 2026.
  • EverSource Wealth Advisors sold 5 HUB Group shares in Q2 2026, an estimated $210.
  • HUB Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2965 holding.
  • EverSource Wealth Advisors first reported a position in HUB Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's HUB Group position peaked at $30K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.