Bosman Wealth Management’s HubSpot HUBS Stock Holding History

Bosman Wealth 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 Q2	–	Sell	-4,666	Closed	-$2.67M	–	49
2025 Q1	$2.67M	Buy	+4,666	New	+$3.27M	2.71%	17

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

Bosman Wealth Management's HUBS Position: Q2 2025 in Review

Bosman Wealth Management sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 4,666 shares — an estimated $2.67M sold.

Bosman Wealth Management first reported a position in HUBS in Q1 2025 and held it in 1 quarter. The position peaked at $2.67M in Q1 2025. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Bosman Wealth Management reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
Bosman Wealth Management sold 4,666 HubSpot shares in Q2 2025, an estimated $2.67M.
Bosman Wealth Management first reported a position in HubSpot in Q1 2025 and held it in 1 quarter.
Bosman Wealth Management's HubSpot position peaked at $2.67M in Q1 2025.
787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Bosman Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.