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Rothschild Investment LLC’s HUB Group HUBG Stock Holding History

Rothschild Investment LLC’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 		$6.79K Sell
155
-4
-3% -$168 ﹤0.01% 2103
2026
Q1 		$5.73K Buy
159
+18
+13% +$761 ﹤0.01% 1985
2025
Q4 		$6.01K Sell
141
-67
-32% -$2.55K ﹤0.01% 1792
2025
Q3 		$7.16K Buy
208
+33
+19% +$1.18K ﹤0.01% 1569
2025
Q2 		$5.85K Buy
175
+160
+1,067% +$5.37K ﹤0.01% 1436
2025
Q1 		$558 Sell
15
-65
-81% -$2.71K ﹤0.01% 2586
2024
Q4 		$3.56K Buy
80
+25
+45% +$1.17K ﹤0.01% 1482
2024
Q3 		$2.5K Buy
55
+35
+175% +$1.55K ﹤0.01% 1614
2024
Q2 		$861 Buy
20
+15
+300% +$633 ﹤0.01% 1739
2024
Q1 		$216 Buy
+5
New +$219 ﹤0.01% 1716

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HUBG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its HUB Group (HUBG) stake by 2.5% in Q2 2026, selling an estimated $168 and leaving 155 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Rothschild Investment LLC first reported a position in HUBG in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.16K in Q3 2025. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Rothschild Investment LLC held 155 shares of HUB Group worth $6.79K as of Q2 2026.
  • Rothschild Investment LLC sold 4 HUB Group shares in Q2 2026, an estimated $168.
  • HUB Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2103 holding.
  • Rothschild Investment LLC first reported a position in HUB Group in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's HUB Group position peaked at $7.16K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.