Affinity Capital Advisors’s HubSpot HUBS Stock Holding History

Affinity Capital Advisors’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 Q3	–	Sell	-416	Closed	-$232K	–	160
2025 Q2	$232K	Hold	416	–	–	0.04%	142
2025 Q1	$220K	Hold	416	–	–	0.04%	145
2024 Q4	$292K	Hold	416	–	–	0.05%	120
2024 Q3	$221K	Hold	416	–	–	0.04%	141
2024 Q2	$245K	Hold	416	–	–	0.05%	134
2024 Q1	$261K	Sell	416 -94	-18%	-$56.5K	0.06%	128
2023 Q4	$296K	Hold	510	–	–	0.07%	111
2023 Q3	$251K	Sell	510 -19	-4%	-$9.93K	0.07%	110
2023 Q2	$281K	Sell	529 -9	-2%	-$4.22K	0.08%	101
2023 Q1	$231K	Buy	+538	New	+$196K	0.07%	110
2022 Q2	–	Sell	-538	Closed	-$256K	–	113
2022 Q1	$256K	Hold	538	–	–	0.08%	99
2021 Q4	$355K	Sell	538 -42	-7%	-$31.8K	0.11%	86
2021 Q3	$392K	Hold	580	–	–	0.13%	78
2021 Q2	$338K	Hold	580	–	–	0.11%	87
2021 Q1	$263K	Sell	580 -156	-21%	-$68.5K	0.1%	95
2020 Q4	$292K	Sell	736 -18	-2%	-$6.32K	0.12%	83
2020 Q3	$220K	Buy	+754	New	+$198K	0.12%	101

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates

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

JP Morgan Chase

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

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return