Fifth Third Wealth Advisors’s HubSpot HUBS Stock Holding History

Fifth Third Wealth Advisors’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	-435	Closed	-$242K	–	793
2025 Q2	$242K	Sell	435 -11	-2%	-$6.44K	0.01%	626
2025 Q1	$255K	Buy	446 +42	+10%	+$29.5K	0.01%	554
2024 Q4	$281K	Buy	404 +2	+0.5%	+$1.29K	0.02%	516
2024 Q3	$214K	Sell	402 -107	-21%	-$53.7K	0.01%	633
2024 Q2	$300K	Buy	509 +160	+46%	+$98.1K	0.02%	410
2024 Q1	$219K	Buy	+349	New	+$210K	0.03%	229

Other funds holding HUBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fifth Third Wealth Advisors's HUBS Position: Q3 2025 in Review

Fifth Third Wealth Advisors sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 435 shares — an estimated $242K sold.

Fifth Third Wealth Advisors first reported a position in HUBS in Q1 2024 and held it in 6 quarters. The position peaked at $300K in Q2 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Fifth Third Wealth Advisors reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Fifth Third Wealth Advisors sold 435 HubSpot shares in Q3 2025, an estimated $242K.
Fifth Third Wealth Advisors first reported a position in HubSpot in Q1 2024 and held it in 6 quarters.
Fifth Third Wealth Advisors's HubSpot position peaked at $300K in Q2 2024.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.