Capital Investment Advisory Services’s HubSpot HUBS Stock Holding History

Capital Investment Advisory Services’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	-410	Closed	-$228K	–	1115
2025 Q2	$228K	Hold	410	–	–	0.02%	525
2025 Q1	$234K	Hold	410	–	–	0.02%	502
2024 Q4	$286K	Sell	410 -2	-0.5%	-$1.29K	0.03%	413
2024 Q3	$219K	Hold	412	–	–	0.02%	477
2024 Q2	$243K	Hold	412	–	–	0.03%	445
2024 Q1	$258K	Buy	412 +10	+2%	+$6.01K	0.03%	430
2023 Q4	$233K	Sell	402 -12	-3%	-$5.77K	0.02%	454
2023 Q3	$204K	Hold	414	–	–	0.02%	469
2023 Q2	$220K	Buy	+414	New	+$194K	0.02%	437
2022 Q3	–	Sell	-664	Closed	-$200K	–	831
2022 Q2	$200K	Buy	664 +14	+2%	+$5.11K	0.02%	449
2022 Q1	$309K	Hold	650	–	–	0.03%	379
2021 Q4	$428K	Hold	650	–	–	0.05%	304
2021 Q3	$439K	Hold	650	–	–	0.06%	288
2021 Q2	$379K	Hold	650	–	–	0.05%	326
2021 Q1	$295K	Hold	650	–	–	0.04%	338
2020 Q4	$258K	Buy	+650	New	+$228K	0.04%	365
2019 Q4	–	Sell	-200	Closed	-$30K	–	880
2019 Q3	$30K	Hold	200	–	–	0.01%	687
2019 Q2	$36K	Buy	+200	New	+$34.9K	0.01%	627

Other funds holding HUBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Capital Investment Advisory Services's HUBS Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 410 shares — an estimated $228K sold.

Capital Investment Advisory Services first reported a position in HUBS in Q2 2019 and held it in 18 quarters. The position peaked at $439K in Q3 2021. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Capital Investment Advisory Services reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 410 HubSpot shares in Q3 2025, an estimated $228K.
Capital Investment Advisory Services first reported a position in HubSpot in Q2 2019 and held it in 18 quarters.
Capital Investment Advisory Services's HubSpot position peaked at $439K in Q3 2021.
770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.