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Institute for Wealth Management’s HubSpot HUBS Stock Holding History

Institute for 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
Q1 		– Sell
-294
Closed -$205K – 537
2024
Q4 		$205K Buy
+294
New +$189K 0.03% 481

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Institute for Wealth Management's HUBS Position: Q1 2025 in Review

Institute for Wealth Management sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 294 shares — an estimated $205K sold.

Institute for Wealth Management first reported a position in HUBS in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Institute for Wealth Management reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 294 HubSpot shares in Q1 2025, an estimated $205K.
  • Institute for Wealth Management first reported a position in HubSpot in Q4 2024 and held it in 1 quarter.
  • Institute for Wealth Management's HubSpot position peaked at $205K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.