MA
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Montag & Associates’s HUB Group HUBG Stock Holding History

Montag & Associates’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
Q1 		$680 Sell
19
-8
-30% -$338 ﹤0.01% 914
2025
Q4 		$1.15K Sell
27
-5
-16% -$190 ﹤0.01% 914
2025
Q3 		$1.12K Buy
32
+5
+19% +$178 ﹤0.01% 999
2025
Q2 		$902 Sell
27
-3
-10% -$101 ﹤0.01% 916
2025
Q1 		$1.12K Buy
30
+2
+7% +$83 ﹤0.01% 941
2024
Q4 		$1.24K Buy
28
+4
+17% +$187 ﹤0.01% 928
2024
Q3 		$1.11K Hold
24
– – ﹤0.01% 970
2024
Q2 		$1.05K Hold
24
– – ﹤0.01% 929
2024
Q1 		$1.06K Buy
+24
New +$1.05K ﹤0.01% 921

Other funds holding HUBG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return