Values First Advisors’s Hubbell HUBB Stock Holding History

Values First Advisors’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	-414	Closed	-$174K	–	205
2024 Q4	$174K	Buy	+414	New	+$185K	0.1%	172

Other funds holding HUBB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Values First Advisors's HUBB Position: Q1 2025 in Review

Values First Advisors sold out of Hubbell (HUBB) in Q1 2025, closing a stake of 414 shares — an estimated $174K sold.

Values First Advisors first reported a position in HUBB in Q4 2024 and held it in 1 quarter. The position peaked at $174K in Q4 2024. 834 funds tracked by Wall St. Rank hold HUBB as of Q1 2025.

Values First Advisors reported no remaining Hubbell position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 414 Hubbell shares in Q1 2025, an estimated $174K.
Values First Advisors first reported a position in Hubbell in Q4 2024 and held it in 1 quarter.
Values First Advisors's Hubbell position peaked at $174K in Q4 2024.
834 funds tracked by Wall St. Rank held Hubbell as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.