EWA
HUBG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return