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Cassady Schiller Wealth Management’s HubSpot HUBS Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.09K Buy
+3
New +$1.93K ﹤0.01% 564

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Cassady Schiller Wealth Management's HUBS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in HubSpot (HUBS) in Q4 2024: 3 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

796 funds tracked by Wall St. Rank hold HUBS as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of HubSpot worth $2.09K as of Q4 2024.
  • HubSpot was a new Cassady Schiller Wealth Management position in Q4 2024.
  • HubSpot made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #564 holding.
  • 796 funds tracked by Wall St. Rank held HubSpot as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.