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Golden State Wealth Management’s HubSpot HUBS Stock Holding History

Golden State 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
2026
Q1 		– Sell
-29
Closed -$11.6K – 1672
2025
Q4 		$11.6K Sell
29
-53
-65% -$22K ﹤0.01% 1070
2025
Q3 		$38.4K Buy
82
+1
+1% +$503 ﹤0.01% 739
2025
Q2 		$45.1K Buy
81
+74
+1,057% +$43.3K 0.01% 671
2025
Q1 		$4K Buy
7
+2
+40% +$1.4K ﹤0.01% 1217
2024
Q4 		$3.48K Buy
+5
New +$3.21K ﹤0.01% 1178

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's HUBS Position: Q1 2026 in Review

Golden State Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 29 shares — an estimated $11.6K sold.

Golden State Wealth Management first reported a position in HUBS in Q4 2024 and held it in 5 quarters. The position peaked at $45.1K in Q2 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Golden State Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 29 HubSpot shares in Q1 2026, an estimated $11.6K.
  • Golden State Wealth Management first reported a position in HubSpot in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's HubSpot position peaked at $45.1K in Q2 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.