Berkshire Asset Management’s HubSpot HUBS Stock Holding History

Berkshire Asset Management’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 Q3	–	Sell	-421	Closed	-$234K	–	305
2025 Q2	$234K	Sell	421 -12	-3%	-$7.03K	0.01%	259
2025 Q1	$286K	Sell	433 -72	-14%	-$50.5K	0.01%	237
2024 Q4	$367K	Sell	505 -1	-0.2%	-$643	0.02%	223
2024 Q3	$298K	Hold	506	–	–	0.02%	231
2024 Q2	$298K	Hold	506	–	–	0.01%	232
2024 Q1	$317K	Buy	506 +1	+0.2%	+$601	0.02%	195
2023 Q4	$293K	Sell	505 -1	-0.2%	-$481	0.02%	200
2023 Q3	$249K	Sell	506 -45	-8%	-$23.5K	0.02%	211
2023 Q2	$293K	Buy	551 +31	+6%	+$14.5K	0.02%	199
2023 Q1	$223K	Buy	+520	New	+$190K	0.01%	213
2022 Q4	–	Sell	-927	Closed	-$250K	–	176
2022 Q3	$250K	Sell	927 -69	-7%	-$21.9K	0.02%	191
2022 Q2	$299K	Sell	996 -187	-16%	-$68.3K	0.02%	182
2022 Q1	$562K	Buy	1,183 +389	+49%	+$188K	0.04%	128
2021 Q4	$523K	Sell	794 -98	-11%	-$74.1K	0.03%	162
2021 Q3	$603K	Buy	+892	New	+$575K	0.04%	147

Other funds holding HUBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Franklin Resources

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