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Dogwood Wealth Management’s HubSpot HUBS Stock Holding History

Dogwood 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
2025
Q3 		– Sell
-2
Closed -$1.11K – 776
2025
Q2 		$1.11K Buy
+2
New +$1.17K ﹤0.01% 607
2024
Q3 		– Hold
0
– – – 404
2024
Q2 		– Hold
0
– – – 434
2024
Q1 		– Hold
0
– – – 426
2023
Q4 		– Hold
0
– – – 417

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dogwood Wealth Management's HUBS Position: Q3 2025 in Review

Dogwood Wealth Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 2 shares — an estimated $1.11K sold.

Dogwood Wealth Management first reported a position in HUBS in Q2 2025 and held it in 1 quarter. The position peaked at $1.11K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Dogwood Wealth Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 HubSpot shares in Q3 2025, an estimated $1.11K.
  • Dogwood Wealth Management first reported a position in HubSpot in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's HubSpot position peaked at $1.11K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.