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J.W. Cole Advisors’s HubSpot HUBS Stock Holding History

J.W. Cole 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
-551
Closed -$258K – 1529
2025
Q3 		$258K Sell
551
-54
-9% -$27.2K ﹤0.01% 1300
2025
Q2 		$337K Sell
605
-114
-16% -$66.8K 0.01% 1084
2025
Q1 		$411K Buy
719
+15
+2% +$10.5K 0.01% 829
2024
Q4 		$491K Buy
704
+65
+10% +$41.8K 0.02% 603
2024
Q3 		$340K Buy
639
+233
+57% +$117K 0.01% 734
2024
Q2 		$239K Buy
+406
New +$249K 0.01% 783

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

J.W. Cole Advisors's HUBS Position: Q4 2025 in Review

J.W. Cole Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 551 shares — an estimated $258K sold.

J.W. Cole Advisors first reported a position in HUBS in Q2 2024 and held it in 6 quarters. The position peaked at $491K in Q4 2024. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • J.W. Cole Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 551 HubSpot shares in Q4 2025, an estimated $258K.
  • J.W. Cole Advisors first reported a position in HubSpot in Q2 2024 and held it in 6 quarters.
  • J.W. Cole Advisors's HubSpot position peaked at $491K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.