IWA
HUBS icon

Icon Wealth Advisors’s HubSpot HUBS Stock Holding History

Icon 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
-371
Closed -$174K – 462
2025
Q3 		$174K Sell
371
-70
-16% -$35.2K 0.01% 393
2025
Q2 		$245K Sell
441
-73
-14% -$42.8K 0.02% 340
2025
Q1 		$294K Sell
514
-107
-17% -$75.1K 0.02% 292
2024
Q4 		$433K Buy
621
+11
+2% +$7.07K 0.04% 232
2024
Q3 		$324K Sell
610
-2
-0.3% -$1K 0.03% 282
2024
Q2 		$304K Sell
612
-69
-10% -$42.3K 0.03% 281
2024
Q1 		$427K Sell
681
-33
-5% -$19.8K 0.04% 228
2023
Q4 		$415K Buy
+714
New +$344K 0.04% 218
2022
Q4 		$229K Sell
793
-16
-2% -$4.54K 0.03% 288
2022
Q3 		$219K Buy
+809
New +$257K 0.03% 283

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

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

Icon Wealth Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 371 shares — an estimated $174K sold.

Icon Wealth Advisors first reported a position in HUBS in Q3 2022 and held it in 10 quarters. The position peaked at $433K in Q4 2024. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Icon Wealth Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 371 HubSpot shares in Q4 2025, an estimated $174K.
  • Icon Wealth Advisors first reported a position in HubSpot in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's HubSpot position peaked at $433K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

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