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North Berkeley Wealth Management’s Hubbell HUBB Stock Holding History

North Berkeley 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
Q1 		$474K Hold
966
– – 0.25% 49
2025
Q4 		$429K Buy
966
+252
+35% +$110K 0.25% 50
2025
Q3 		$307K Hold
714
– – 0.24% 52
2025
Q2 		$292K Hold
714
– – 0.27% 54
2025
Q1 		$236K Hold
714
– – 0.25% 54
2024
Q4 		$299K Buy
+714
New +$319K 0.3% 50

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

North Berkeley Wealth Management's HUBB Position: Q1 2026 in Review

North Berkeley Wealth Management held its Hubbell (HUBB) position steady in Q1 2026 at 966 shares worth $474K. The position accounts for 0.25% of the portfolio, ranked #49.

North Berkeley Wealth Management first reported a position in HUBB in Q4 2024 and has held it in 6 quarters since. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

  • North Berkeley Wealth Management held 966 shares of Hubbell worth $474K as of Q1 2026.
  • North Berkeley Wealth Management left its Hubbell share count unchanged in Q1 2026.
  • Hubbell made up 0.25% of North Berkeley Wealth Management's portfolio in Q1 2026, its #49 holding.
  • North Berkeley Wealth Management first reported a position in Hubbell in Q4 2024 and has held it in 6 quarters since.
  • 966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.