Everhart Financial Group’s HubSpot HUBS Stock Holding History

Everhart Financial 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	-312	Closed	-$217K	–	337
2024 Q4	$217K	Buy	+312	New	+$201K	0.04%	297

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Everhart Financial Group's HUBS Position: Q1 2025 in Review

Everhart Financial Group sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 312 shares — an estimated $217K sold.

Everhart Financial Group first reported a position in HUBS in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Everhart Financial Group reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Everhart Financial Group sold 312 HubSpot shares in Q1 2025, an estimated $217K.
Everhart Financial Group first reported a position in HubSpot in Q4 2024 and held it in 1 quarter.
Everhart Financial Group's HubSpot position peaked at $217K in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Everhart Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.