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Stephens Consulting’s HUB Group HUBG Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-20
Closed -$744 – 1551
2025
Q1 		$744 Buy
+20
New +$834 ﹤0.01% 790
2024
Q3 		– Sell
-35
Closed -$1.51K – 578
2024
Q2 		$1.51K Buy
+35
New +$1.48K ﹤0.01% 546

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's HUBG Position: Q2 2025 in Review

Stephens Consulting sold out of HUB Group (HUBG) in Q2 2025, closing a stake of 20 shares — an estimated $744 sold.

Stephens Consulting first reported a position in HUBG in Q2 2024 and held it in 2 quarters. The position peaked at $1.51K in Q2 2024. 277 funds tracked by Wall St. Rank hold HUBG as of Q2 2025.

  • Stephens Consulting reported no remaining HUB Group position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 HUB Group shares in Q2 2025, an estimated $744.
  • Stephens Consulting first reported a position in HUB Group in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's HUB Group position peaked at $1.51K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held HUB Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.