Baldwin Wealth Partners’s HubSpot HUBS Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-643	Closed	-$367K	–	228
2025 Q1	$367K	Hold	643	–	–	0.03%	166
2024 Q4	$448K	Hold	643	–	–	0.03%	160
2024 Q3	$342K	Buy	643 +33	+5%	+$16.6K	0.02%	258
2024 Q2	$360K	Hold	610	–	–	0.03%	162
2024 Q1	$382K	Hold	610	–	–	0.03%	168
2023 Q4	$354K	Hold	610	–	–	0.03%	173
2023 Q3	$300K	Hold	610	–	–	0.03%	195
2023 Q2	$325K	Hold	610	–	–	0.03%	201
2023 Q1	$262K	Hold	610	–	–	0.02%	215
2022 Q4	$176K	Hold	610	–	–	0.02%	246
2022 Q3	$165K	Hold	610	–	–	0.02%	184
2022 Q2	$183K	Hold	610	–	–	0.02%	192
2022 Q1	$290K	Buy	610 +10	+2%	+$4.84K	0.03%	168
2021 Q4	$395K	Hold	600	–	–	0.04%	149
2021 Q3	$406K	Hold	600	–	–	0.05%	138
2021 Q2	$350K	Hold	600	–	–	0.04%	151
2021 Q1	$273K	Hold	600	–	–	0.03%	156
2020 Q4	$238K	Hold	600	–	–	0.03%	156
2020 Q3	$175K	Hold	600	–	–	0.02%	168
2020 Q2	$135K	Buy	+600	New	+$108K	0.02%	184

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

Baldwin Wealth Partners's HUBS Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 643 shares — an estimated $367K sold.

Baldwin Wealth Partners first reported a position in HUBS in Q2 2020 and held it in 20 quarters. The position peaked at $448K in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Baldwin Wealth Partners reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 643 HubSpot shares in Q2 2025, an estimated $367K.
Baldwin Wealth Partners first reported a position in HubSpot in Q2 2020 and held it in 20 quarters.
Baldwin Wealth Partners's HubSpot position peaked at $448K in Q4 2024.
787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.