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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
Q2 		$12.3M Sell
23,530
-399
-2% -$202K 0.13% 117
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Modera Wealth Management's HUBB Position: Q2 2026 in Review

Modera Wealth Management reduced its Hubbell (HUBB) stake by 1.7% in Q2 2026, selling an estimated $202K and leaving 23,530 shares worth $12.3M. The position accounts for 0.13% of the portfolio, ranked #117.

Modera Wealth Management first reported a position in HUBB in Q4 2021 and has held it in 19 quarters since. 1,019 funds tracked by Wall St. Rank hold HUBB as of Q2 2026.

  • Modera Wealth Management held 23,530 shares of Hubbell worth $12.3M as of Q2 2026.
  • Modera Wealth Management sold 399 Hubbell shares in Q2 2026, an estimated $202K.
  • Hubbell made up 0.13% of Modera Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Modera Wealth Management first reported a position in Hubbell in Q4 2021 and has held it in 19 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Hubbell as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.