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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
Q2 		– Sell
-19
Closed -$680 – 971
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

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 $3.38T AUM 44.17% 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

Montag & Associates's HUBG Position: Q2 2026 in Review

Montag & Associates sold out of HUB Group (HUBG) in Q2 2026, closing a stake of 19 shares — an estimated $680 sold.

Montag & Associates first reported a position in HUBG in Q1 2024 and held it in 9 quarters. The position peaked at $1.24K in Q4 2024. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Montag & Associates reported no remaining HUB Group position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 19 HUB Group shares in Q2 2026, an estimated $680.
  • Montag & Associates first reported a position in HUB Group in Q1 2024 and held it in 9 quarters.
  • Montag & Associates's HUB Group position peaked at $1.24K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.