Empower Advisory Group
HUBS icon

Empower Advisory Group’s HubSpot HUBS Stock Holding History

Empower Advisory Group’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
-441
Closed -$307K – 505
2024
Q4 		$307K Sell
441
-275
-38% -$177K ﹤0.01% 403
2024
Q3 		$381K Buy
716
+2
+0.3% +$1K ﹤0.01% 358
2024
Q2 		$421K Buy
714
+1
+0.1% +$613 ﹤0.01% 332
2024
Q1 		$447K Sell
713
-61
-8% -$36.7K ﹤0.01% 321
2023
Q4 		$449K Sell
774
-66
-8% -$31.8K ﹤0.01% 313
2023
Q3 		$414K Sell
840
-123
-13% -$64.3K ﹤0.01% 320
2023
Q2 		$512K Buy
+963
New +$451K ﹤0.01% 302

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

Empower Advisory Group's HUBS Position: Q1 2025 in Review

Empower Advisory Group sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 441 shares — an estimated $307K sold.

Empower Advisory Group first reported a position in HUBS in Q2 2023 and held it in 7 quarters. The position peaked at $512K in Q2 2023. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Empower Advisory Group reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Empower Advisory Group sold 441 HubSpot shares in Q1 2025, an estimated $307K.
  • Empower Advisory Group first reported a position in HubSpot in Q2 2023 and held it in 7 quarters.
  • Empower Advisory Group's HubSpot position peaked at $512K in Q2 2023.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Empower Advisory Group's 13F filing for Q1 2025, filed 9 May 2025.