Activest Wealth Management’s HubSpot HUBS Stock Holding History

Activest Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Sell	60 -114	-66%	-$32K	﹤0.01%	600
2025 Q4	$69.7K	Buy	174 +67	+63%	+$27.8K	0.01%	269
2025 Q3	$50.1K	Buy	107 +101	+1,683%	+$50.8K	0.01%	263
2025 Q2	$3.34K	Buy	+6	New	+$3.51K	﹤0.01%	614
2025 Q1	–	Hold	0	–	–	–	1232
2024 Q4	–	Sell	-3	Closed	-$1.93K	–	1041
2024 Q3	$1.7K	Buy	+3	New	+$1.51K	﹤0.01%	440
2022 Q3	–	Sell	-21	Closed	-$6K	–	513
2022 Q2	$6K	Hold	21	–	–	﹤0.01%	243
2022 Q1	$10K	Buy	21 +11	+110%	+$5.33K	0.01%	204
2021 Q4	$7K	Sell	10 -30	-75%	-$22.7K	﹤0.01%	233
2021 Q3	$27K	Buy	40 +30	+300%	+$19.3K	0.02%	150
2021 Q2	$6K	Sell	10 -30	-75%	-$15.6K	﹤0.01%	244
2021 Q1	$18K	Buy	+40	New	+$17.6K	0.01%	150

Other funds holding HUBS

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return