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Whalen Wealth Management’s Hubbell HUBB Stock Holding History

Whalen Wealth Management’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
2026
Q1 		– Sell
-1,150
Closed -$511K – 199
2025
Q4 		$511K Buy
1,150
+510
+80% +$223K 0.27% 90
2025
Q3 		$275K Buy
+640
New +$275K 0.16% 147

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Whalen Wealth Management's HUBB Position: Q1 2026 in Review

Whalen Wealth Management sold out of Hubbell (HUBB) in Q1 2026, closing a stake of 1,150 shares — an estimated $511K sold.

Whalen Wealth Management first reported a position in HUBB in Q3 2025 and held it in 2 quarters. The position peaked at $511K in Q4 2025. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

  • Whalen Wealth Management reported no remaining Hubbell position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,150 Hubbell shares in Q1 2026, an estimated $511K.
  • Whalen Wealth Management first reported a position in Hubbell in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Hubbell position peaked at $511K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.