Bogart Wealth LLC’s HubSpot HUBS Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$3.66K	Buy	15 +5	+50%	+$1.4K	﹤0.01%	1140
2025 Q4	$4.01K	Sell	10 -15	-60%	-$6.21K	﹤0.01%	1053
2025 Q3	$11.7K	Buy	25 +1	+4%	+$503	﹤0.01%	801
2025 Q2	$13.4K	Sell	24 -1	-4%	-$586	﹤0.01%	726
2025 Q1	$14.3K	Buy	25 +17	+213%	+$11.9K	﹤0.01%	668
2024 Q4	$5.57K	Hold	8	–	–	﹤0.01%	858
2024 Q3	$4.25K	Hold	8	–	–	﹤0.01%	863
2024 Q2	$4.72K	Hold	8	–	–	﹤0.01%	801
2024 Q1	$5.01K	Hold	8	–	–	﹤0.01%	769
2023 Q4	$4.64K	Hold	8	–	–	﹤0.01%	762
2023 Q3	$3.94K	Hold	8	–	–	﹤0.01%	775
2023 Q2	$4.26K	Hold	8	–	–	﹤0.01%	747
2023 Q1	$3.43K	Buy	+8	New	+$2.92K	﹤0.01%	807
2022 Q3	–	Sell	-12	Closed	-$4K	–	1081
2022 Q2	$4K	Buy	+12	New	+$4.38K	﹤0.01%	674

Other funds holding HUBS

T. Rowe Price Associates

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

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

Fidelity Investments

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return