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Forum Financial Management’s Hubbell HUBB Stock Holding History

Forum Financial 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 		– Sell
-1,279
Closed -$568K – 641
2025
Q4 		$568K Hold
1,279
– – 0.01% 419
2025
Q3 		$550K Buy
1,279
+270
+27% +$116K 0.01% 424
2025
Q2 		$412K Buy
1,009
+85
+9% +$31.5K 0.01% 489
2025
Q1 		$306K Buy
924
+20
+2% +$7.75K 0.01% 580
2024
Q4 		$379K Hold
904
– – 0.01% 497
2024
Q3 		$387K Buy
904
+2
+0.2% +$769 0.01% 412
2024
Q2 		$330K Buy
902
+2
+0.2% +$784 0.01% 443
2024
Q1 		$374K Hold
900
– – 0.01% 419
2023
Q4 		$296K Sell
900
-1
-0.1% -$301 0.01% 462
2023
Q3 		$282K Hold
901
– – 0.01% 439
2023
Q2 		$299K Buy
901
+1
+0.1% +$277 0.01% 433
2023
Q1 		$219K Hold
900
– – 0.01% 520
2022
Q4 		$211K Hold
900
– – 0.01% 532
2022
Q3 		$201K Buy
+900
New +$189K 0.01% 497

Other funds holding HUBB

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Forum Financial Management's HUBB Position: Q1 2026 in Review

Forum Financial Management sold out of Hubbell (HUBB) in Q1 2026, closing a stake of 1,279 shares — an estimated $568K sold.

Forum Financial Management first reported a position in HUBB in Q3 2022 and held it in 14 quarters. The position peaked at $568K in Q4 2025. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

  • Forum Financial Management reported no remaining Hubbell position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,279 Hubbell shares in Q1 2026, an estimated $568K.
  • Forum Financial Management first reported a position in Hubbell in Q3 2022 and held it in 14 quarters.
  • Forum Financial Management's Hubbell position peaked at $568K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.