FAM
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Flaharty Asset Management’s HubSpot HUBS Stock Holding History

Flaharty Asset Management’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
-375
Closed -$209K – 139
2025
Q2 		$209K Hold
375
– – 0.03% 122
2025
Q1 		$214K Sell
375
-25
-6% -$17.5K 0.03% 112
2024
Q4 		$279K Hold
400
– – 0.04% 99
2024
Q3 		$213K Hold
400
– – 0.03% 110
2024
Q2 		$236K Hold
400
– – 0.03% 108
2024
Q1 		$251K Hold
400
– – 0.04% 101
2023
Q4 		$232K Hold
400
– – 0.04% 104
2023
Q3 		$197K Hold
400
– – 0.03% 114
2023
Q2 		$213K Buy
+400
New +$187K 0.04% 107

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return