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Wealthspire Advisors (New York)’s HUB Group HUBG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-219
Closed -$7.54K – 1863
2025
Q3 		$7.54K Buy
+219
New +$7.82K ﹤0.01% 2158

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s HUBG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of HUB Group (HUBG) in Q4 2025, closing a stake of 219 shares — an estimated $7.54K sold.

Wealthspire Advisors (New York) first reported a position in HUBG in Q3 2025 and held it in 1 quarter. The position peaked at $7.54K in Q3 2025. 285 funds tracked by Wall St. Rank hold HUBG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining HUB Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 219 HUB Group shares in Q4 2025, an estimated $7.54K.
  • Wealthspire Advisors (New York) first reported a position in HUB Group in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s HUB Group position peaked at $7.54K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held HUB Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.