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Coppell Advisory Solutions’s HubSpot HUBS Stock Holding History

Coppell Advisory Solutions’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
-46
Closed -$32.2K – 1012
2024
Q4 		$32.2K Buy
46
+22
+92% +$14.1K ﹤0.01% 720
2024
Q3 		$12.9K Hold
24
– – ﹤0.01% 1006
2024
Q2 		$14.2K Buy
+24
New +$14.7K ﹤0.01% 901
2023
Q4 		$13.9K Buy
24
+17
+243% +$8.18K ﹤0.01% 848
2023
Q3 		$2.02K Sell
7
-25
-78% -$13.1K ﹤0.01% 853
2023
Q2 		$16.5K Buy
+32
New +$15K ﹤0.01% 597
2023
Q1 		– Sell
-7
Closed -$2.02K – 605
2022
Q4 		$2.02K Buy
+7
New +$1.98K ﹤0.01% 855

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

Coppell Advisory Solutions's HUBS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 46 shares — an estimated $32.2K sold.

Coppell Advisory Solutions first reported a position in HUBS in Q4 2022 and held it in 7 quarters. The position peaked at $32.2K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 46 HubSpot shares in Q1 2025, an estimated $32.2K.
  • Coppell Advisory Solutions first reported a position in HubSpot in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's HubSpot position peaked at $32.2K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.