Chicago Trust’s HubSpot HUBS Stock Holding History

Chicago Trust’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 Q4	–	Sell	-517	Closed	-$242K	–	399
2025 Q3	$242K	Sell	517 -300	-37%	-$151K	0.03%	367
2025 Q2	$455K	Buy	+817	New	+$479K	0.06%	254

Other funds holding HUBS

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

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

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Chicago Trust's HUBS Position: Q4 2025 in Review

Chicago Trust sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 517 shares — an estimated $242K sold.

Chicago Trust first reported a position in HUBS in Q2 2025 and held it in 2 quarters. The position peaked at $455K in Q2 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Chicago Trust reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Chicago Trust sold 517 HubSpot shares in Q4 2025, an estimated $242K.
Chicago Trust first reported a position in HubSpot in Q2 2025 and held it in 2 quarters.
Chicago Trust's HubSpot position peaked at $455K in Q2 2025.
748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Chicago Trust's 13F filing for Q4 2025, filed 17 Feb 2026.