Trajan Wealth’s Hubbell HUBB Stock Holding History

Trajan Wealth’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
2025 Q1	–	Sell	-501	Closed	-$210K	–	167
2024 Q4	$210K	Sell	501 -8	-2%	-$3.57K	0.01%	167
2024 Q3	$218K	Buy	+509	New	+$196K	0.01%	168
2024 Q2	–	Sell	-580	Closed	-$241K	–	175
2024 Q1	$241K	Buy	+580	New	+$210K	0.02%	155

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trajan Wealth's HUBB Position: Q1 2025 in Review

Trajan Wealth sold out of Hubbell (HUBB) in Q1 2025, closing a stake of 501 shares — an estimated $210K sold.

Trajan Wealth first reported a position in HUBB in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q1 2024. 838 funds tracked by Wall St. Rank hold HUBB as of Q1 2025.

Trajan Wealth reported no remaining Hubbell position as of Q1 2025 after selling out during the quarter.
Trajan Wealth sold 501 Hubbell shares in Q1 2025, an estimated $210K.
Trajan Wealth first reported a position in Hubbell in Q1 2024 and held it in 3 quarters.
Trajan Wealth's Hubbell position peaked at $241K in Q1 2024.
838 funds tracked by Wall St. Rank held Hubbell as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.