Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s HubSpot HUBS Stock Holding History

Envestnet Portfolio 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
Q4 		– Sell
-613
Closed -$287K – 1518
2025
Q3 		$287K Sell
613
-271
-31% -$136K ﹤0.01% 1267
2025
Q2 		$492K Sell
884
-393
-31% -$230K ﹤0.01% 1102
2025
Q1 		$730K Sell
1,277
-181
-12% -$127K ﹤0.01% 903
2024
Q4 		$1.02M Buy
1,458
+145
+11% +$93.2K ﹤0.01% 914
2024
Q3 		$698K Sell
1,313
-235
-15% -$118K ﹤0.01% 1042
2024
Q2 		$913K Buy
1,548
+173
+13% +$106K ﹤0.01% 889
2024
Q1 		$862K Buy
1,375
+191
+16% +$115K ﹤0.01% 889
2023
Q4 		$687K Sell
1,184
-19
-2% -$9.14K ﹤0.01% 920
2023
Q3 		$592K Buy
+1,203
New +$628K ﹤0.01% 917

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Portfolio Solutions's HUBS Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 613 shares — an estimated $287K sold.

Envestnet Portfolio Solutions first reported a position in HUBS in Q3 2023 and held it in 9 quarters. The position peaked at $1.02M in Q4 2024. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 613 HubSpot shares in Q4 2025, an estimated $287K.
  • Envestnet Portfolio Solutions first reported a position in HubSpot in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's HubSpot position peaked at $1.02M in Q4 2024.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.