MWM
HUBB icon

Modera Wealth Management’s Hubbell HUBB Stock Holding History

Modera Wealth 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 		$11.7M Sell
23,929
-608
-2% -$299K 0.14% 115
2025
Q4 		$10.9M Sell
24,537
-167
-0.7% -$73.2K 0.13% 120
2025
Q3 		$10.6M Sell
24,704
-962
-4% -$414K 0.12% 123
2025
Q2 		$10.5M Sell
25,666
-1,075
-4% -$399K 0.13% 123
2025
Q1 		$8.85M Sell
26,741
-771
-3% -$299K 0.12% 131
2024
Q4 		$11.5M Sell
27,512
-106
-0.4% -$47.3K 0.14% 113
2024
Q3 		$11.8M Sell
27,618
-644
-2% -$248K 0.15% 107
2024
Q2 		$10.3M Sell
28,262
-1,260
-4% -$494K 0.15% 110
2024
Q1 		$12.3M Sell
29,522
-114
-0.4% -$41.3K 0.19% 98
2023
Q4 		$9.75M Buy
29,636
+1,474
+5% +$443K 0.16% 108
2023
Q3 		$8.83M Buy
28,162
+1,721
+7% +$548K 0.17% 112
2023
Q2 		$8.77M Buy
26,441
+24,836
+1,547% +$6.88M 0.16% 115
2023
Q1 		$391K Hold
1,605
– – 0.02% 248
2022
Q4 		$377K Hold
1,605
– – 0.02% 245
2022
Q3 		$358K Hold
1,605
– – 0.02% 220
2022
Q2 		$287K Sell
1,605
-6
-0.4% -$1.13K 0.01% 263
2022
Q1 		$296K Sell
1,611
-494
-23% -$92.7K 0.01% 285
2021
Q4 		$439K Buy
+2,105
New +$421K 0.02% 307

Other funds holding HUBB

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return