Trinity Wealth Management
HUBB icon

Trinity Wealth Management’s Hubbell HUBB Stock Holding History

Trinity Wealth Management’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
Q3 		$1.11M Sell
2,438
-771
-24% -$367K 0.35% 45
2026
Q2 		$1.68M Buy
3,209
+7
+0.2% +$3.54K 0.53% 36
2026
Q1 		$1.57M Sell
3,202
-153
-5% -$75.2K 0.58% 32
2025
Q4 		$1.49M Sell
3,355
-78
-2% -$34.2K 0.55% 29
2025
Q3 		$1.48M Hold
3,433
– – 0.55% 31
2025
Q2 		$1.4M Sell
3,433
-1
-0% -$371 0.56% 29
2025
Q1 		$1.14M Sell
3,434
-11
-0.3% -$4.26K 0.52% 26
2024
Q4 		$1.44M Sell
3,445
-11
-0.3% -$4.91K 0.65% 21
2024
Q3 		$1.48M Sell
3,456
-12
-0.3% -$4.61K 0.68% 22
2024
Q2 		$1.27M Sell
3,468
-11
-0.3% -$4.31K 0.63% 22
2024
Q1 		$1.44M Hold
3,479
– – 0.75% 21
2023
Q4 		$1.14M Hold
3,479
– – 0.68% 25
2023
Q3 		$1.09M Hold
3,479
– – 0.68% 23
2023
Q2 		$1.15M Sell
3,479
-34
-1% -$9.41K 0.7% 26
2023
Q1 		$855K Hold
3,513
– – 0.56% 28
2022
Q4 		$824K Hold
3,513
– – 0.59% 30
2022
Q3 		$783K Hold
3,513
– – 0.63% 28
2022
Q2 		$627K Hold
3,513
– – 0.49% 29
2022
Q1 		$646K Hold
3,513
– – 0.45% 29
2021
Q4 		$732K Hold
3,513
– – 0.5% 25
2021
Q3 		$635K Hold
3,513
– – 0.48% 25
2021
Q2 		$656K Hold
3,513
– – 0.51% 22
2021
Q1 		$656K Hold
3,513
– – 0.57% 18
2020
Q4 		$551K Buy
+3,513
New +$539K 0.5% 19
2020
Q2 		$440K Hold
3,513
– – 0.61% 18
2020
Q1 		$403K Hold
3,513
– – 0.53% 19
2019
Q4 		$519K Buy
+3,513
New +$500K 0.52% 18

Other funds holding HUBB

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Trinity Wealth Management's HUBB Position: Q3 2026 in Review

Trinity Wealth Management reduced its Hubbell (HUBB) stake by 24% in Q3 2026, selling an estimated $367K and leaving 2,438 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #45.

Trinity Wealth Management first reported a position in HUBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.68M in Q2 2026. 317 funds tracked by Wall St. Rank hold HUBB as of Q3 2026.

  • Trinity Wealth Management held 2,438 shares of Hubbell worth $1.11M as of Q3 2026.
  • Trinity Wealth Management sold 771 Hubbell shares in Q3 2026, an estimated $367K.
  • Hubbell made up 0.35% of Trinity Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Trinity Wealth Management first reported a position in Hubbell in Q4 2019 and has held it in 27 quarters since.
  • Trinity Wealth Management's Hubbell position peaked at $1.68M in Q2 2026.
  • 317 funds tracked by Wall St. Rank held Hubbell as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.