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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
Q3 		$267 Hold
9
– – ﹤0.01% 2291
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

True Wealth Design's HUBG Position: Q3 2026 in Review

True Wealth Design held its HUB Group (HUBG) position steady in Q3 2026 at 9 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

True Wealth Design first reported a position in HUBG in Q1 2025 and has held it in 7 quarters since. The position peaked at $395 in Q2 2026. 15 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • True Wealth Design held 9 shares of HUB Group worth $267 as of Q3 2026.
  • True Wealth Design left its HUB Group share count unchanged in Q3 2026.
  • HUB Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2291 holding.
  • True Wealth Design first reported a position in HUB Group in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's HUB Group position peaked at $395 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.