True Wealth Design’s HUB Group HUBG Stock Holding History

True Wealth Design’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	$395	Hold	9	–	–	﹤0.01%	2278
2026 Q1	$325	Hold	9	–	–	﹤0.01%	2200
2025 Q4	$384	Sell	9 -1	-10%	-$38	﹤0.01%	2036
2025 Q3	$345	Hold	10	–	–	﹤0.01%	2129
2025 Q2	$335	Buy	10 +3	+43%	+$101	﹤0.01%	1887
2025 Q1	$261	Buy	+7	New	+$292	﹤0.01%	1843

Other funds holding HUBG

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

True Wealth Design's HUBG Position: Q2 2026 in Review

True Wealth Design held its HUB Group (HUBG) position steady in Q2 2026 at 9 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

True Wealth Design first reported a position in HUBG in Q1 2025 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

True Wealth Design held 9 shares of HUB Group worth $395 as of Q2 2026.
True Wealth Design left its HUB Group share count unchanged in Q2 2026.
HUB Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2278 holding.
True Wealth Design first reported a position in HUB Group in Q1 2025 and has held it in 6 quarters since.
286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.