Pinnacle Wealth Planning Services’s Hubbell HUBB Stock Holding History

Pinnacle Wealth Planning Services’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	$278K	Buy	566 +4	+0.7%	+$1.97K	0.03%	361
2025 Q4	$250K	Sell	562 -1	-0.2%	-$438	0.03%	393
2025 Q3	$242K	Sell	563 -5	-0.9%	-$2.15K	0.03%	390
2025 Q2	$232K	Buy	+568	New	+$211K	0.03%	380
2025 Q1	–	Sell	-544	Closed	-$228K	–	415
2024 Q4	$228K	Buy	544 +7	+1%	+$3.12K	0.03%	328
2024 Q3	$230K	Sell	537 -14	-3%	-$5.38K	0.03%	410
2024 Q2	$201K	Buy	551 +14	+3%	+$5.49K	0.03%	428
2024 Q1	$223K	Buy	+537	New	+$194K	0.03%	385
2021 Q1	–	Sell	-571	Closed	-$90K	–	1072
2020 Q4	$90K	Buy	+571	New	+$87.5K	0.02%	515

Other funds holding HUBB

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hubbell (HUBB) stake by 0.71% in Q1 2026, buying an estimated $1.97K and bringing the position to 566 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #361.

Pinnacle Wealth Planning Services first reported a position in HUBB in Q4 2020 and has held it in 9 quarters since. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Pinnacle Wealth Planning Services held 566 shares of Hubbell worth $278K as of Q1 2026.
Pinnacle Wealth Planning Services bought 4 Hubbell shares in Q1 2026, an estimated $1.97K.
Hubbell made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #361 holding.
Pinnacle Wealth Planning Services first reported a position in Hubbell in Q4 2020 and has held it in 9 quarters since.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.