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NewEdge Wealth’s HUB Group HUBG Stock Holding History

NewEdge Wealth’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 		$942K Buy
21,509
+4,088
+23% +$171K 0.01% 673
2026
Q1 		$628K Buy
17,421
+6,243
+56% +$264K 0.01% 744
2025
Q4 		$476K Buy
11,178
+1,273
+13% +$48.4K 0.01% 861
2025
Q3 		$354K Buy
9,905
+1,696
+21% +$60.5K 0.01% 835
2025
Q2 		$285K Buy
8,209
+956
+13% +$32.1K ﹤0.01% 844
2025
Q1 		$270K Sell
7,253
-2,433
-25% -$101K ﹤0.01% 798
2024
Q4 		$432K Buy
+9,686
New +$452K 0.01% 673

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 $3.37T AUM 44.26% 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

NewEdge Wealth's HUBG Position: Q2 2026 in Review

NewEdge Wealth increased its HUB Group (HUBG) stake by 23% in Q2 2026, buying an estimated $171K and bringing the position to 21,509 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #673.

NewEdge Wealth first reported a position in HUBG in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • NewEdge Wealth held 21,509 shares of HUB Group worth $942K as of Q2 2026.
  • NewEdge Wealth bought 4,088 HUB Group shares in Q2 2026, an estimated $171K.
  • HUB Group made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #673 holding.
  • NewEdge Wealth first reported a position in HUB Group in Q4 2024 and has held it in 7 quarters since.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.