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Legacy Wealth Asset Management’s HUB Group HUBG Stock Holding History

Legacy Wealth Asset Management’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
Q3 		– Sell
-4,989
Closed -$218K – 375
2026
Q2 		$218K Buy
+4,989
New +$209K 0.05% 359
2026
Q1 		– Sell
-5,062
Closed -$216K – 382
2025
Q4 		$216K Buy
+5,062
New +$192K 0.05% 354

Other funds holding HUBG

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Wealth Asset Management's HUBG Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of HUB Group (HUBG) in Q3 2026, closing a stake of 4,989 shares — an estimated $218K sold.

Legacy Wealth Asset Management first reported a position in HUBG in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q2 2026. 6 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining HUB Group position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,989 HUB Group shares in Q3 2026, an estimated $218K.
  • Legacy Wealth Asset Management first reported a position in HUB Group in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Asset Management's HUB Group position peaked at $218K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.