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Heartwood Wealth Advisors’s HubSpot HUBS Stock Holding History

Heartwood 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
-22
Closed -$10.3K – 386
2025
Q3 		$10.3K Buy
+22
New +$11.1K ﹤0.01% 386

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heartwood Wealth Advisors's HUBS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 22 shares — an estimated $10.3K sold.

Heartwood Wealth Advisors first reported a position in HUBS in Q3 2025 and held it in 1 quarter. The position peaked at $10.3K in Q3 2025. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 22 HubSpot shares in Q4 2025, an estimated $10.3K.
  • Heartwood Wealth Advisors first reported a position in HubSpot in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's HubSpot position peaked at $10.3K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.