AAS
HUBS icon

Ameritas Advisory Services’s HubSpot HUBS Stock Holding History

Ameritas Advisory Services’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
-26
Closed -$12.2K – 1469
2025
Q3 		$12.2K Sell
26
-255
-91% -$128K ﹤0.01% 1593
2025
Q2 		$156K Buy
+281
New +$165K 0.01% 815
2024
Q3 		– Sell
-1,028
Closed -$606K – 889
2024
Q2 		$606K Buy
1,028
+228
+29% +$140K 0.02% 530
2024
Q1 		$473K Sell
800
-181
-18% -$109K 0.02% 567
2023
Q4 		$604K Buy
+981
New +$472K 0.03% 389
2023
Q2 		– Sell
-27
Closed -$11.3K – 1448
2023
Q1 		$11.3K Buy
+27
New +$9.85K ﹤0.01% 1850

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameritas Advisory Services's HUBS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 26 shares — an estimated $12.2K sold.

Ameritas Advisory Services first reported a position in HUBS in Q1 2023 and held it in 6 quarters. The position peaked at $606K in Q2 2024. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 26 HubSpot shares in Q4 2025, an estimated $12.2K.
  • Ameritas Advisory Services first reported a position in HubSpot in Q1 2023 and held it in 6 quarters.
  • Ameritas Advisory Services's HubSpot position peaked at $606K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.