AT
HUBS icon

American Trust’s HubSpot HUBS Stock Holding History

American Trust’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
Q1 		– Sell
-310
Closed -$216K – 190
2024
Q4 		$216K Buy
+310
New +$199K 0.02% 293
2024
Q2 		– Sell
-820
Closed -$514K – 271
2024
Q1 		$514K Sell
820
-7
-0.8% -$4.21K 0.04% 140
2023
Q4 		$480K Buy
827
+316
+62% +$152K 0.04% 147
2023
Q3 		$252K Sell
511
-153
-23% -$79.9K 0.02% 235
2023
Q2 		$353K Sell
664
-52
-7% -$24.4K 0.02% 269
2023
Q1 		$307K Buy
+716
New +$261K 0.02% 299
2022
Q1 		– Sell
-313
Closed -$206K – 515
2021
Q4 		$206K Buy
+313
New +$237K 0.02% 345

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Trust's HUBS Position: Q1 2025 in Review

American Trust sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 310 shares — an estimated $216K sold.

American Trust first reported a position in HUBS in Q4 2021 and held it in 7 quarters. The position peaked at $514K in Q1 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • American Trust reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • American Trust sold 310 HubSpot shares in Q1 2025, an estimated $216K.
  • American Trust first reported a position in HubSpot in Q4 2021 and held it in 7 quarters.
  • American Trust's HubSpot position peaked at $514K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.