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LNWWM
Laird Norton Wetherby Wealth Management’s
HubSpot
HUBS
Stock Holding History
Laird Norton Wetherby Wealth Management’s Portfolio
HUBS Stock Details
HUBS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$232K
Buy
496
+16
+3%
+$8.05K
0.01%
839
2025
Q2
$267K
Buy
+480
New
+$281K
0.01%
767
2024
Q4
$334K
Sell
480
-61
-11%
-$39.2K
0.02%
667
2024
Q3
$288K
Sell
541
-32
-6%
-$16.1K
0.01%
745
2024
Q2
$338K
Buy
573
+2
+0.4%
+$1.23K
0.02%
670
2024
Q1
$358K
Sell
571
-8
-1%
-$4.81K
0.02%
681
2023
Q4
$336K
Sell
579
-29
-5%
-$14K
0.02%
684
2023
Q3
$299K
Buy
608
+8
+1%
+$4.18K
0.02%
687
2023
Q2
$319K
Sell
600
-31
-5%
-$14.5K
0.02%
693
2023
Q1
$271K
Buy
+631
New
+$230K
0.02%
741
2022
Q1
–
Sell
-474
Closed
-$312K
–
950
2021
Q4
$312K
Buy
474
+63
+15%
+$47.7K
0.02%
704
2021
Q3
$278K
Buy
411
+24
+6%
+$15.5K
0.02%
741
2021
Q2
$226K
Buy
+387
New
+$202K
0.01%
821
Other funds holding HUBS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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