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Avestar Capital’s HubSpot HUBS Stock Holding History

Avestar Capital’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
-325
Closed -$226K – 518
2024
Q4 		$226K Buy
+325
New +$209K 0.02% 448
2024
Q3 		– Sell
-405
Closed -$239K – 488
2024
Q2 		$239K Sell
405
-16
-4% -$9.81K 0.02% 386
2024
Q1 		$264K Buy
421
+3
+0.7% +$1.8K 0.03% 370
2023
Q4 		$243K Sell
418
-36
-8% -$17.3K 0.03% 329
2023
Q3 		$224K Buy
454
+25
+6% +$13.1K 0.03% 311
2023
Q2 		$228K Buy
+429
New +$201K 0.04% 291
2022
Q4 		– Sell
-917
Closed -$248K – 329
2022
Q3 		$248K Sell
917
-15
-2% -$4.76K 0.06% 217
2022
Q2 		$280K Sell
932
-2,513
-73% -$918K 0.07% 223
2022
Q1 		$1.64M Buy
3,445
+661
+24% +$320K 0.26% 80
2021
Q4 		$1.83M Buy
2,784
+1,319
+90% +$998K 0.22% 94
2021
Q3 		$990K Buy
1,465
+164
+13% +$106K 0.13% 183
2021
Q2 		$758K Hold
1,301
– – 0.1% 222
2021
Q1 		$726K Buy
1,301
+500
+62% +$220K 0.16% 131
2020
Q4 		$318K Hold
801
– – 0.09% 195
2020
Q3 		$245K Buy
+801
New +$210K 0.08% 185

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

Avestar Capital's HUBS Position: Q1 2025 in Review

Avestar Capital sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 325 shares — an estimated $226K sold.

Avestar Capital first reported a position in HUBS in Q3 2020 and held it in 15 quarters. The position peaked at $1.83M in Q4 2021. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Avestar Capital reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 325 HubSpot shares in Q1 2025, an estimated $226K.
  • Avestar Capital first reported a position in HubSpot in Q3 2020 and held it in 15 quarters.
  • Avestar Capital's HubSpot position peaked at $1.83M in Q4 2021.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.