Focused Wealth Management’s HubSpot HUBS Stock Holding History

Focused Wealth 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 Q1	–	Sell	-361	Closed	-$252K	–	203
2024 Q4	$252K	Sell	361 -20	-5%	-$12.9K	0.03%	130
2024 Q3	$203K	Buy	381 +1	+0.3%	+$502	0.03%	201
2024 Q2	$224K	Buy	380 +250	+192%	+$153K	0.03%	167
2024 Q1	$81.5K	Buy	+130	New	+$78.1K	0.01%	184
2023 Q1	–	Sell	-1	Closed	-$289	–	1095
2022 Q4	$289	Sell	1 -3	-75%	-$850	﹤0.01%	995
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	851
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	829
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	786
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	753
2021 Q3	$3K	Hold	4	–	–	﹤0.01%	772
2021 Q2	$2K	Buy	+4	New	+$2.09K	﹤0.01%	817

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

Focused Wealth Management's HUBS Position: Q1 2025 in Review

Focused Wealth Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 361 shares — an estimated $252K sold.

Focused Wealth Management first reported a position in HUBS in Q2 2021 and held it in 11 quarters. The position peaked at $252K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

Focused Wealth Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
Focused Wealth Management sold 361 HubSpot shares in Q1 2025, an estimated $252K.
Focused Wealth Management first reported a position in HubSpot in Q2 2021 and held it in 11 quarters.
Focused Wealth Management's HubSpot position peaked at $252K in Q4 2024.
804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Focused Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.