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Alta Wealth Advisors’s HubSpot HUBS Stock Holding History

Alta Wealth 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
Q2 		– Sell
-730
Closed -$417K – 129
2025
Q1 		$417K Hold
730
– – 0.19% 90
2024
Q4 		$509K Sell
730
-1,231
-63% -$791K 0.22% 84
2024
Q3 		$1.04M Sell
1,961
-86
-4% -$43.2K 0.48% 50
2024
Q2 		$1.21M Buy
+2,047
New +$1.26M 0.6% 42
2022
Q2 		– Sell
-1,413
Closed -$671K – 142
2022
Q1 		$671K Sell
1,413
-528
-27% -$256K 0.4% 74
2021
Q4 		$1.28M Sell
1,941
-43
-2% -$32.5K 0.79% 33
2021
Q3 		$1.34M Sell
1,984
-106
-5% -$68.3K 0.97% 25
2021
Q2 		$1.22M Buy
2,090
+66
+3% +$34.4K 0.89% 31
2021
Q1 		$919K Sell
2,024
-219
-10% -$96.2K 0.77% 46
2020
Q4 		$889K Buy
+2,243
New +$787K 0.75% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alta Wealth Advisors's HUBS Position: Q2 2025 in Review

Alta Wealth Advisors sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 730 shares — an estimated $417K sold.

Alta Wealth Advisors first reported a position in HUBS in Q4 2020 and held it in 10 quarters. The position peaked at $1.34M in Q3 2021. 788 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Alta Wealth Advisors reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 730 HubSpot shares in Q2 2025, an estimated $417K.
  • Alta Wealth Advisors first reported a position in HubSpot in Q4 2020 and held it in 10 quarters.
  • Alta Wealth Advisors's HubSpot position peaked at $1.34M in Q3 2021.
  • 788 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.