Integrated Wealth Concepts’s Hubbell HUBB Stock Holding History

Integrated Wealth Concepts’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	$1.15M	Sell	2,334 -721	-24%	-$354K	0.01%	1032
2025 Q4	$1.36M	Sell	3,055 -242	-7%	-$106K	0.02%	645
2025 Q3	$1.42M	Buy	+3,297	New	+$1.42M	0.01%	817
2025 Q2	–	Sell	-969	Closed	-$321K	–	1943
2025 Q1	$321K	Sell	969 -1,238	-56%	-$479K	﹤0.01%	1371
2024 Q4	$924K	Sell	2,207 -968	-30%	-$432K	0.01%	851
2024 Q3	$1.36M	Buy	3,175 +1,980	+166%	+$761K	0.02%	680
2024 Q2	$437K	Buy	1,195 +401	+51%	+$157K	0.01%	1105
2024 Q1	$330K	Buy	794 +79	+11%	+$28.6K	﹤0.01%	1270
2023 Q4	$235K	Sell	715 -4	-0.6%	-$1.2K	﹤0.01%	1388
2023 Q3	$225K	Buy	+719	New	+$229K	﹤0.01%	1363

Other funds holding HUBB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Integrated Wealth Concepts's HUBB Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Hubbell (HUBB) stake by 24% in Q1 2026, selling an estimated $354K and leaving 2,334 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1032.

Integrated Wealth Concepts first reported a position in HUBB in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2025. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Integrated Wealth Concepts held 2,334 shares of Hubbell worth $1.15M as of Q1 2026.
Integrated Wealth Concepts sold 721 Hubbell shares in Q1 2026, an estimated $354K.
Hubbell made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1032 holding.
Integrated Wealth Concepts first reported a position in Hubbell in Q3 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Hubbell position peaked at $1.42M in Q3 2025.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.