Firethorn Wealth Partners’s Hubbell HUBB Stock Holding History

Firethorn Wealth Partners’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
2025 Q2	–	Sell	-2,325	Closed	-$769K	–	184
2025 Q1	$769K	Sell	2,325 -2	-0.1%	-$774	0.37%	59
2024 Q4	$975K	Hold	2,327	–	–	0.48%	43
2024 Q3	$997K	Buy	2,327 +2	+0.1%	+$769	0.51%	42
2024 Q2	$850K	Hold	2,325	–	–	0.48%	43
2024 Q1	$965K	Buy	2,325 +1	+0%	+$362	0.57%	39
2023 Q4	$764K	Hold	2,324	–	–	0.5%	42
2023 Q3	$728K	Hold	2,324	–	–	0.56%	37
2023 Q2	$771K	Hold	2,324	–	–	0.57%	35
2023 Q1	$634K	Sell	2,324 -39	-2%	-$9.33K	0.5%	40
2022 Q4	$555K	Hold	2,363	–	–	0.47%	50
2022 Q3	$527K	Buy	2,363 +39	+2%	+$8.19K	0.49%	46
2022 Q2	$499K	Hold	2,324	–	–	0.41%	58
2022 Q1	$427K	Hold	2,324	–	–	0.32%	71
2021 Q4	$484K	Buy	+2,324	New	+$465K	0.36%	66
2021 Q2	$434K	Hold	2,324	–	–	0.36%	63
2021 Q1	$434K	Hold	2,324	–	–	0.4%	63
2020 Q4	$364K	Buy	+2,324	New	+$356K	0.39%	59

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return