Atria Wealth Solutions’s HubSpot HUBS Stock Holding History

Atria Wealth Solutions’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	$223K	Sell	401 -723	-64%	-$423K	0.01%	1320
2025 Q1	$642K	Sell	1,124 -385	-26%	-$270K	0.01%	1077
2024 Q4	$1.05M	Sell	1,509 -11	-0.7%	-$7.07K	0.01%	907
2024 Q3	$808K	Sell	1,520 -38	-2%	-$19.1K	0.01%	1004
2024 Q2	$919K	Sell	1,558 -27	-2%	-$16.6K	0.01%	932
2024 Q1	$993K	Buy	1,585 +28	+2%	+$16.8K	0.01%	916
2023 Q4	$904K	Sell	1,557 -57	-4%	-$27.4K	0.01%	907
2023 Q3	$795K	Buy	1,614 +54	+3%	+$28.2K	0.01%	916
2023 Q2	$830K	Buy	1,560 +436	+39%	+$204K	0.01%	927
2023 Q1	$482K	Buy	+1,124	New	+$410K	0.01%	1158
2022 Q4	–	Sell	-861	Closed	-$233K	–	1833
2022 Q3	$233K	Buy	+861	New	+$273K	﹤0.01%	1470
2022 Q2	–	Sell	-1,231	Closed	-$585K	–	1751
2022 Q1	$585K	Buy	+1,231	New	+$596K	0.01%	978

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's HUBS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its HubSpot (HUBS) stake by 64% in Q2 2025, selling an estimated $423K and leaving 401 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1320.

Atria Wealth Solutions first reported a position in HUBS in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2024. 788 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Atria Wealth Solutions held 401 shares of HubSpot worth $223K as of Q2 2025.
Atria Wealth Solutions sold 723 HubSpot shares in Q2 2025, an estimated $423K.
HubSpot made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1320 holding.
Atria Wealth Solutions first reported a position in HubSpot in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's HubSpot position peaked at $1.05M in Q4 2024.
788 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.