Briaud Financial Planning’s HubSpot HUBS Stock Holding History

Briaud Financial Planning’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	-35	Closed	-$19K	–	163
2025 Q2	$19K	Buy	+35	New	+$20.5K	0.01%	175

Other funds holding HUBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Briaud Financial Planning's HUBS Position: Q3 2025 in Review

Briaud Financial Planning sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 35 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in HUBS in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Briaud Financial Planning reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 35 HubSpot shares in Q3 2025, an estimated $19K.
Briaud Financial Planning first reported a position in HubSpot in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's HubSpot position peaked at $19K in Q2 2025.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.