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Global Financial Private Client’s HubSpot HUBS Stock Holding History

Global Financial Private Client’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
-27
Closed -$15.4K – 832
2025
Q1 		$15.4K Buy
27
+2
+8% +$1.4K 0.01% 493
2024
Q4 		$17.4K Hold
25
– – 0.01% 451
2024
Q3 		$13.3K Buy
+25
New +$12.6K 0.01% 494

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

Global Financial Private Client's HUBS Position: Q2 2025 in Review

Global Financial Private Client sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 27 shares — an estimated $15.4K sold.

Global Financial Private Client first reported a position in HUBS in Q3 2024 and held it in 3 quarters. The position peaked at $17.4K in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Global Financial Private Client reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 27 HubSpot shares in Q2 2025, an estimated $15.4K.
  • Global Financial Private Client first reported a position in HubSpot in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's HubSpot position peaked at $17.4K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.