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Hemington Wealth Management’s HubSpot HUBS Stock Holding History

Hemington 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
2025
Q3 		$8K Hold
18
– – ﹤0.01% 966
2025
Q2 		$10K Hold
18
– – ﹤0.01% 857
2025
Q1 		$10K Buy
18
+5
+38% +$3.51K ﹤0.01% 817
2024
Q4 		$9K Buy
13
+3
+30% +$1.93K ﹤0.01% 804
2024
Q3 		$5K Buy
+10
New +$5.02K ﹤0.01% 939

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hemington Wealth Management's HUBS Position: Q3 2025 in Review

Hemington Wealth Management held its HubSpot (HUBS) position steady in Q3 2025 at 18 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Hemington Wealth Management first reported a position in HUBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Hemington Wealth Management held 18 shares of HubSpot worth $8K as of Q3 2025.
  • Hemington Wealth Management left its HubSpot share count unchanged in Q3 2025.
  • HubSpot made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #966 holding.
  • Hemington Wealth Management first reported a position in HubSpot in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's HubSpot position peaked at $10K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.