Intellectus Partners’s HubSpot HUBS Stock Holding History

Intellectus Partners’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
2026 Q1	$1.11M	Sell	4,542 -35	-0.8%	-$9.82K	0.23%	123
2025 Q4	$1.84M	Buy	4,577 +515	+13%	+$213K	0.36%	73
2025 Q3	$1.9M	Sell	4,062 -1,179	-22%	-$593K	0.37%	72
2025 Q2	$2.92M	Sell	5,241 -149	-3%	-$87.3K	0.63%	39
2025 Q1	$3.08M	Sell	5,390 -175	-3%	-$123K	0.76%	28
2024 Q4	$3.88M	Sell	5,565 -160	-3%	-$103K	0.86%	23
2024 Q3	$3.04M	Buy	5,725 +1,160	+25%	+$583K	0.78%	26
2024 Q2	$2.69M	Buy	4,565 +90	+2%	+$55.2K	0.73%	32
2024 Q1	$2.8M	Buy	4,475 +520	+13%	+$313K	0.74%	33
2023 Q4	$2.3M	Buy	3,955 +1,355	+52%	+$652K	0.66%	37
2023 Q3	$1.28M	Buy	2,600 +435	+20%	+$227K	0.41%	65
2023 Q2	$1.15M	Buy	+2,165	New	+$1.01M	0.35%	84

Other funds holding HUBS

T. Rowe Price Associates

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return