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Phillips Wealth Planners’s Hubbell HUBB Stock Holding History

Phillips Wealth Planners’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 		$202K Sell
412
-3
-0.7% -$1.47K 0.15% 208
2025
Q4 		$200K Buy
+415
New +$182K 0.16% 187

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

Phillips Wealth Planners's HUBB Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Hubbell (HUBB) stake by 0.72% in Q1 2026, selling an estimated $1.47K and leaving 412 shares worth $202K. The position accounts for 0.15% of the portfolio, ranked #208.

Phillips Wealth Planners first reported a position in HUBB in Q4 2025 and has held it in 2 quarters since. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

  • Phillips Wealth Planners held 412 shares of Hubbell worth $202K as of Q1 2026.
  • Phillips Wealth Planners sold 3 Hubbell shares in Q1 2026, an estimated $1.47K.
  • Hubbell made up 0.15% of Phillips Wealth Planners's portfolio in Q1 2026, its #208 holding.
  • Phillips Wealth Planners first reported a position in Hubbell in Q4 2025 and has held it in 2 quarters since.
  • 966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.