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Crewe Advisors’s HubSpot HUBS Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-53
Closed -$30.3K – 791
2025
Q1 		$30.3K Hold
53
– – ﹤0.01% 310
2024
Q4 		$36.9K Sell
53
-50
-49% -$32.1K 0.01% 304
2024
Q3 		$54.8K Buy
103
+28
+37% +$14.1K 0.01% 289
2024
Q2 		$44.2K Buy
75
+63
+525% +$38.6K 0.01% 386
2024
Q1 		$7.52K Buy
+12
New +$7.21K ﹤0.01% 664
2023
Q2 		– Sell
-29
Closed -$12.4K – 939
2023
Q1 		$12.4K Hold
29
– – ﹤0.01% 507
2022
Q4 		$8.38K Sell
29
-4
-12% -$1.13K ﹤0.01% 587
2022
Q3 		$9K Buy
33
+4
+14% +$1.27K ﹤0.01% 693
2022
Q2 		$9K Buy
+29
New +$10.6K ﹤0.01% 624
2020
Q4 		– Sell
-2
Closed -$1K – 545
2020
Q3 		$1K Buy
+2
New +$524 ﹤0.01% 585

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's HUBS Position: Q2 2025 in Review

Crewe Advisors sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 53 shares — an estimated $30.3K sold.

Crewe Advisors first reported a position in HUBS in Q3 2020 and held it in 10 quarters. The position peaked at $54.8K in Q3 2024. 788 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Crewe Advisors reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 53 HubSpot shares in Q2 2025, an estimated $30.3K.
  • Crewe Advisors first reported a position in HubSpot in Q3 2020 and held it in 10 quarters.
  • Crewe Advisors's HubSpot position peaked at $54.8K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.