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Kohmann Bosshard Financial Services’s HubSpot HUBS Stock Holding History

Kohmann Bosshard Financial 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
Q4 		– Sell
-681
Closed -$319K – 1058
2025
Q3 		$319K Buy
+681
New +$343K 0.03% 163

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 $6.73T AUM 46.02% 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 $105B AUM 38.07% 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 $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's HUBS Position: Q4 2025 in Review

Kohmann Bosshard Financial Services sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 681 shares — an estimated $319K sold.

Kohmann Bosshard Financial Services first reported a position in HUBS in Q3 2025 and held it in 1 quarter. The position peaked at $319K in Q3 2025. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Kohmann Bosshard Financial Services reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 681 HubSpot shares in Q4 2025, an estimated $319K.
  • Kohmann Bosshard Financial Services first reported a position in HubSpot in Q3 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's HubSpot position peaked at $319K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q4 2025, filed 30 Jan 2026.