Wealth Enhancement Advisory Services
HUBG icon

Wealth Enhancement Advisory Services’s HUB Group HUBG Stock Holding History

Wealth Enhancement Advisory Services’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 		$370K Sell
8,016
-430
-5% -$18K ﹤0.01% 2991
2026
Q1 		$308K Sell
8,446
-162
-2% -$6.84K ﹤0.01% 2746
2025
Q4 		$390K Buy
8,608
+93
+1% +$3.54K ﹤0.01% 2683
2025
Q3 		$292K Buy
+8,515
New +$304K ﹤0.01% 2825
2025
Q1 		– Sell
-4,626
Closed -$206K – 3046
2024
Q4 		$206K Buy
+4,626
New +$216K ﹤0.01% 2674

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
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

Wealth Enhancement Advisory Services's HUBG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its HUB Group (HUBG) stake by 5.1% in Q2 2026, selling an estimated $18K and leaving 8,016 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Wealth Enhancement Advisory Services first reported a position in HUBG in Q4 2024 and has held it in 5 quarters since. The position peaked at $390K in Q4 2025. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,016 shares of HUB Group worth $370K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 430 HUB Group shares in Q2 2026, an estimated $18K.
  • HUB Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2991 holding.
  • Wealth Enhancement Advisory Services first reported a position in HUB Group in Q4 2024 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's HUB Group position peaked at $390K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.