Insigneo Advisory Services’s HubSpot HUBS Stock Holding History

Insigneo Advisory Services’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	–	Sell	-470	Closed	-$262K	–	760
2025 Q2	$262K	Buy	470 +28	+6%	+$16.4K	0.02%	489
2025 Q1	$252K	Buy	442 +109	+33%	+$76.5K	0.03%	458
2024 Q4	$232K	Sell	333 -180	-35%	-$116K	0.02%	485
2024 Q3	$273K	Buy	513 +3	+0.6%	+$1.51K	0.03%	469
2024 Q2	$232K	Buy	510 +99	+24%	+$60.7K	0.03%	468
2024 Q1	$258K	Buy	+411	New	+$247K	0.03%	415

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return