True Wealth Design’s Hubbell HUBB Stock Holding History

True Wealth Design’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 Q1	$4.42K	Buy	9 +1	+13%	+$491	﹤0.01%	1249
2025 Q4	$3.55K	Sell	8 -1	-11%	-$438	﹤0.01%	1229
2025 Q3	$3.87K	Buy	9 +1	+13%	+$430	﹤0.01%	1187
2025 Q2	$3.27K	Hold	8	–	–	﹤0.01%	982
2025 Q1	$2.65K	Buy	8 +4	+100%	+$1.55K	﹤0.01%	910
2024 Q4	$1.68K	Hold	4	–	–	﹤0.01%	788
2024 Q3	$1.71K	Hold	4	–	–	﹤0.01%	832
2024 Q2	$1.46K	Buy	4 +1	+33%	+$392	﹤0.01%	429
2024 Q1	$1.25K	Buy	3 +1	+50%	+$362	﹤0.01%	410
2023 Q4	$658	Hold	2	–	–	﹤0.01%	410
2023 Q3	$627	Hold	2	–	–	﹤0.01%	377
2023 Q2	$664	Sell	2 -1	-33%	-$277	﹤0.01%	382
2023 Q1	$730	Buy	3 +1	+50%	+$239	﹤0.01%	447
2022 Q4	$469	Buy	+2	New	+$480	﹤0.01%	468

Other funds holding HUBB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return