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Root Financial Partners’s Hubbell HUBB Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-147
Closed -$72.1K – 1661
2026
Q1 		$72.1K Buy
147
+31
+27% +$15.2K ﹤0.01% 710
2025
Q4 		$51.5K Buy
116
+12
+12% +$5.26K ﹤0.01% 700
2025
Q3 		$44.8K Buy
+104
New +$44.8K ﹤0.01% 706

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Massachusetts Financial Services
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Root Financial Partners's HUBB Position: Q2 2026 in Review

Root Financial Partners sold out of Hubbell (HUBB) in Q2 2026, closing a stake of 147 shares — an estimated $72.1K sold.

Root Financial Partners first reported a position in HUBB in Q3 2025 and held it in 3 quarters. The position peaked at $72.1K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold HUBB as of Q2 2026.

  • Root Financial Partners reported no remaining Hubbell position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 147 Hubbell shares in Q2 2026, an estimated $72.1K.
  • Root Financial Partners first reported a position in Hubbell in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hubbell position peaked at $72.1K in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held Hubbell as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.