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Measured Wealth Private Client Group’s HUB Group HUBG Stock Holding History

Measured Wealth Private Client Group’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
Q2 		– Sell
-413
Closed -$14.9K – 739
2026
Q1 		$14.9K Sell
413
-159
-28% -$6.72K ﹤0.01% 530
2025
Q4 		$24.4K Hold
572
– – 0.01% 433
2025
Q3 		$19.7K Buy
+572
New +$20.4K 0.01% 473

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Measured Wealth Private Client Group's HUBG Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of HUB Group (HUBG) in Q2 2026, closing a stake of 413 shares — an estimated $14.9K sold.

Measured Wealth Private Client Group first reported a position in HUBG in Q3 2025 and held it in 3 quarters. The position peaked at $24.4K in Q4 2025. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining HUB Group position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 413 HUB Group shares in Q2 2026, an estimated $14.9K.
  • Measured Wealth Private Client Group first reported a position in HUB Group in Q3 2025 and held it in 3 quarters.
  • Measured Wealth Private Client Group's HUB Group position peaked at $24.4K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.