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Montag & Associates’s Hubbell HUBB Stock Holding History

Montag & Associates’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 		$827K Hold
1,685
– – 0.04% 260
2025
Q4 		$748K Buy
1,685
+85
+5% +$37.2K 0.03% 261
2025
Q3 		$688K Sell
1,600
-30
-2% -$12.9K 0.03% 279
2025
Q2 		$666K Buy
1,630
+30
+2% +$11.1K 0.03% 281
2025
Q1 		$529K Sell
1,600
-2
-0.1% -$774 0.03% 306
2024
Q4 		$671K Sell
1,602
-2
-0.1% -$893 0.03% 290
2024
Q3 		$687K Hold
1,604
– – 0.03% 285
2024
Q2 		$586K Hold
1,604
– – 0.03% 292
2024
Q1 		$666K Buy
1,604
+1
+0.1% +$362 0.03% 290
2023
Q4 		$527K Sell
1,603
-1
-0.1% -$301 0.03% 296
2023
Q3 		$503K Sell
1,604
-3
-0.2% -$955 0.03% 286
2023
Q2 		$533K Hold
1,607
– – 0.03% 276
2023
Q1 		$391K Buy
1,607
+2
+0.1% +$479 0.03% 311
2022
Q4 		$377K Buy
1,605
+5
+0.3% +$1.2K 0.03% 299
2022
Q3 		$357K Hold
1,600
– – 0.02% 299
2022
Q2 		$286K Hold
1,600
– – 0.02% 323
2022
Q1 		$294K Hold
1,600
– – 0.02% 348
2021
Q4 		$333K Hold
1,600
– – 0.02% 335
2021
Q3 		$289K Hold
1,600
– – 0.02% 346
2021
Q2 		$299K Hold
1,600
– – 0.02% 343
2021
Q1 		$299K Hold
1,600
– – 0.02% 335
2020
Q4 		$251K Buy
+1,600
New +$245K 0.02% 333

Other funds holding HUBB

BlackRock
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
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 $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Montag & Associates's HUBB Position: Q1 2026 in Review

Montag & Associates held its Hubbell (HUBB) position steady in Q1 2026 at 1,685 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #260.

Montag & Associates first reported a position in HUBB in Q4 2020 and has held it in 22 quarters since. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

  • Montag & Associates held 1,685 shares of Hubbell worth $827K as of Q1 2026.
  • Montag & Associates left its Hubbell share count unchanged in Q1 2026.
  • Hubbell made up 0.04% of Montag & Associates's portfolio in Q1 2026, its #260 holding.
  • Montag & Associates first reported a position in Hubbell in Q4 2020 and has held it in 22 quarters since.
  • 966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.