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Grey Fox Wealth Advisors’s HubSpot HUBS Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-6
Closed -$2.81K – 343
2025
Q3 		$2.81K Buy
+6
New +$3.02K ﹤0.01% 520
2023
Q2 		– Sell
-6
Closed -$2.57K – 281
2023
Q1 		$2.57K Buy
+6
New +$2.19K ﹤0.01% 403

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grey Fox Wealth Advisors's HUBS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 6 shares — an estimated $2.81K sold.

Grey Fox Wealth Advisors first reported a position in HUBS in Q1 2023 and held it in 2 quarters. The position peaked at $2.81K in Q3 2025. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 6 HubSpot shares in Q4 2025, an estimated $2.81K.
  • Grey Fox Wealth Advisors first reported a position in HubSpot in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's HubSpot position peaked at $2.81K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.