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Advisors Asset Management’s HubSpot HUBS Stock Holding History

Advisors Asset 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
2025
Q4 		– Sell
-751
Closed -$351K – 1471
2025
Q3 		$351K Sell
751
-55
-7% -$27.7K 0.01% 1030
2025
Q2 		$449K Sell
806
-476
-37% -$279K 0.01% 972
2025
Q1 		$732K Sell
1,282
-54
-4% -$37.9K 0.01% 843
2024
Q4 		$931K Sell
1,336
-77
-5% -$49.5K 0.02% 760
2024
Q3 		$751K Sell
1,413
-77
-5% -$38.7K 0.01% 806
2024
Q2 		$879K Buy
1,490
+184
+14% +$113K 0.02% 761
2024
Q1 		$818K Buy
1,306
+361
+38% +$217K 0.02% 788
2023
Q4 		$549K Buy
945
+430
+83% +$207K 0.01% 869
2023
Q3 		$254K Buy
515
+31
+6% +$16.2K 0.01% 1059
2023
Q2 		$258K Buy
484
+95
+24% +$44.5K 0.01% 1074
2023
Q1 		$167K Sell
389
-221
-36% -$80.6K ﹤0.01% 1149
2022
Q4 		$176K Sell
610
-107
-15% -$30.3K ﹤0.01% 1147
2022
Q3 		$194K Sell
717
-69
-9% -$21.9K ﹤0.01% 1152
2022
Q2 		$236K Buy
786
+278
+55% +$102K ﹤0.01% 1133
2022
Q1 		$241K Buy
508
+222
+78% +$108K ﹤0.01% 1187
2021
Q4 		$189K Buy
286
+177
+162% +$134K ﹤0.01% 1249
2021
Q3 		$74K Sell
109
-718
-87% -$463K ﹤0.01% 1329
2021
Q2 		$482K Sell
827
-703
-46% -$367K 0.01% 1011
2021
Q1 		$695K Sell
1,530
-553
-27% -$243K 0.01% 937
2020
Q4 		$826K Sell
2,083
-749
-26% -$263K 0.01% 829
2020
Q3 		$828K Sell
2,832
-690
-20% -$181K 0.02% 760
2020
Q2 		$790K Sell
3,522
-52
-1% -$9.35K 0.02% 753
2020
Q1 		$476K Sell
3,574
-80
-2% -$13.3K 0.01% 843
2019
Q4 		$579K Sell
3,654
-4,221
-54% -$646K 0.01% 940
2019
Q3 		$1.19M Buy
7,875
+803
+11% +$144K 0.02% 692
2019
Q2 		$1.21M Buy
7,072
+500
+8% +$87.3K 0.02% 712
2019
Q1 		$1.09M Buy
6,572
+584
+10% +$92.5K 0.02% 759
2018
Q4 		$753K Buy
5,988
+2,631
+78% +$345K 0.02% 865
2018
Q3 		$507K Buy
+3,357
New +$461K 0.01% 1056

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisors Asset Management's HUBS Position: Q4 2025 in Review

Advisors Asset Management sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 751 shares — an estimated $351K sold.

Advisors Asset Management first reported a position in HUBS in Q3 2018 and held it in 29 quarters. The position peaked at $1.21M in Q2 2019. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Advisors Asset Management reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 751 HubSpot shares in Q4 2025, an estimated $351K.
  • Advisors Asset Management first reported a position in HubSpot in Q3 2018 and held it in 29 quarters.
  • Advisors Asset Management's HubSpot position peaked at $1.21M in Q2 2019.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.