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Private Wealth Management Group’s HUB Group HUBG Stock Holding History

Private Wealth Management Group’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 		$6.31K Hold
144
– – ﹤0.01% 760
2026
Q1 		$5.19K Hold
144
– – ﹤0.01% 755
2025
Q4 		$6.14K Sell
144
-24
-14% -$912 ﹤0.01% 693
2025
Q3 		$5.79K Sell
168
-16
-9% -$571 ﹤0.01% 737
2025
Q2 		$6.15K Buy
184
+144
+360% +$4.83K ﹤0.01% 668
2025
Q1 		$1.49K Sell
40
-92
-70% -$3.83K ﹤0.01% 1157
2024
Q4 		$5.88K Hold
132
– – ﹤0.01% 678
2024
Q3 		$6K Hold
132
– – ﹤0.01% 657
2024
Q2 		$5.68K Buy
132
+62
+89% +$2.62K ﹤0.01% 658
2024
Q1 		$3.03K Hold
70
– – ﹤0.01% 804
2023
Q4 		$3.22K Buy
+70
New +$2.75K ﹤0.01% 774

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

Private Wealth Management Group's HUBG Position: Q2 2026 in Review

Private Wealth Management Group held its HUB Group (HUBG) position steady in Q2 2026 at 144 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Private Wealth Management Group first reported a position in HUBG in Q4 2023 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Private Wealth Management Group held 144 shares of HUB Group worth $6.31K as of Q2 2026.
  • Private Wealth Management Group left its HUB Group share count unchanged in Q2 2026.
  • HUB Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #760 holding.
  • Private Wealth Management Group first reported a position in HUB Group in Q4 2023 and has held it in 11 quarters since.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.