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Continuum Advisory’s HubSpot HUBS Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-9
Closed -$6.27K – 1796
2024
Q4 		$6.27K Hold
9
– – ﹤0.01% 1091
2024
Q3 		$6.27K Sell
9
-11
-55% -$5.52K ﹤0.01% 1104
2024
Q2 		$11.8K Buy
20
+3
+18% +$1.84K ﹤0.01% 901
2024
Q1 		$9.98K Buy
+17
New +$10.2K ﹤0.01% 937

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Continuum Advisory's HUBS Position: Q1 2025 in Review

Continuum Advisory sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 9 shares — an estimated $6.27K sold.

Continuum Advisory first reported a position in HUBS in Q1 2024 and held it in 4 quarters. The position peaked at $11.8K in Q2 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Continuum Advisory reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 9 HubSpot shares in Q1 2025, an estimated $6.27K.
  • Continuum Advisory first reported a position in HubSpot in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's HubSpot position peaked at $11.8K in Q2 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.