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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
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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return