CAWM
HUBS icon

Capital A Wealth Management’s HubSpot HUBS Stock Holding History

Capital A 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 		$3.48K Sell
6
-12
-67% -$7.03K 0.04% 265
2025
Q1 		$10.3K Hold
18
– – 0.01% 296
2024
Q4 		$12.5K Buy
+18
New +$11.6K 0.02% 286

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's HUBS Position: Q2 2025 in Review

Capital A Wealth Management reduced its HubSpot (HUBS) stake by 67% in Q2 2025, selling an estimated $7.03K and leaving 6 shares worth $3.48K. The position accounts for 0.04% of the portfolio, ranked #265.

Capital A Wealth Management first reported a position in HUBS in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.5K in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Capital A Wealth Management held 6 shares of HubSpot worth $3.48K as of Q2 2025.
  • Capital A Wealth Management sold 12 HubSpot shares in Q2 2025, an estimated $7.03K.
  • HubSpot made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #265 holding.
  • Capital A Wealth Management first reported a position in HubSpot in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's HubSpot position peaked at $12.5K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.