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Fortis Group Advisors’s HubSpot HUBS Stock Holding History

Fortis Group 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
Q2 		– Sell
-463
Closed -$265K – 543
2025
Q1 		$265K Sell
463
-896
-66% -$629K 0.05% 169
2024
Q4 		$947K Buy
1,359
+156
+13% +$100K 0.18% 101
2024
Q3 		$640K Buy
1,203
+49
+4% +$24.6K 0.12% 113
2024
Q2 		$681K Buy
+1,154
New +$708K 0.14% 97

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Group Advisors's HUBS Position: Q2 2025 in Review

Fortis Group Advisors sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 463 shares — an estimated $265K sold.

Fortis Group Advisors first reported a position in HUBS in Q2 2024 and held it in 4 quarters. The position peaked at $947K in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Fortis Group Advisors reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 463 HubSpot shares in Q2 2025, an estimated $265K.
  • Fortis Group Advisors first reported a position in HubSpot in Q2 2024 and held it in 4 quarters.
  • Fortis Group Advisors's HubSpot position peaked at $947K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.