FWM
HUBS icon

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
2024
Q3 		– Sell
-400
Closed -$236K – 259
2024
Q2 		$236K Hold
400
– – 0.03% 161
2024
Q1 		$251K Buy
+400
New +$240K 0.04% 143
2019
Q4 		– Sell
-1,200
Closed -$1K – 742
2019
Q3 		$1K Buy
+1,200
New +$216K ﹤0.01% 664

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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.