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Family Legacy Financial Solutions’s HubSpot HUBS Stock Holding History

Family Legacy Financial 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
-1
Closed -$468 – 125
2025
Q3 		$468 Hold
1
– – ﹤0.01% 243
2025
Q2 		$556 Buy
+1
New +$586 ﹤0.01% 228

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Family Legacy Financial Solutions's HUBS Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 1 share — an estimated $468 sold.

Family Legacy Financial Solutions first reported a position in HUBS in Q2 2025 and held it in 2 quarters. The position peaked at $556 in Q2 2025. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1 HubSpot share in Q4 2025, an estimated $468.
  • Family Legacy Financial Solutions first reported a position in HubSpot in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's HubSpot position peaked at $556 in Q2 2025.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.