Avantax Advisory Services’s HubSpot HUBS Stock Holding History

Avantax 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 Q2	$695K	Buy	1,248 +346	+38%	+$203K	﹤0.01%	1388
2025 Q1	$515K	Buy	902 +365	+68%	+$256K	﹤0.01%	1482
2024 Q4	$374K	Sell	537 -15	-3%	-$9.64K	﹤0.01%	1633
2024 Q3	$293K	Sell	552 -166	-23%	-$83.4K	﹤0.01%	1768
2024 Q2	$423K	Buy	718 +364	+103%	+$223K	﹤0.01%	1473
2024 Q1	$222K	Buy	354 +9	+3%	+$5.41K	﹤0.01%	1488
2023 Q4	$200K	Buy	+345	New	+$166K	﹤0.01%	1477

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's HUBS Position: Q2 2025 in Review

Avantax Advisory Services increased its HubSpot (HUBS) stake by 38% in Q2 2025, buying an estimated $203K and bringing the position to 1,248 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Avantax Advisory Services first reported a position in HUBS in Q4 2023 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Avantax Advisory Services held 1,248 shares of HubSpot worth $695K as of Q2 2025.
Avantax Advisory Services bought 346 HubSpot shares in Q2 2025, an estimated $203K.
HubSpot made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1388 holding.
Avantax Advisory Services first reported a position in HubSpot in Q4 2023 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.