Larson Financial Group’s HubSpot HUBS Stock Holding History

Larson Financial Group’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	$64.2K	Buy	263 +172	+189%	+$48.2K	﹤0.01%	1218
2025 Q4	$36.5K	Buy	91 +72	+379%	+$29.8K	﹤0.01%	1403
2025 Q3	$8.89K	Sell	19 -200	-91%	-$101K	﹤0.01%	2075
2025 Q2	$122K	Buy	219 +114	+109%	+$66.8K	﹤0.01%	790
2025 Q1	$60K	Buy	105 +62	+144%	+$43.5K	﹤0.01%	957
2024 Q4	$30K	Buy	43 +27	+169%	+$17.4K	﹤0.01%	1073
2024 Q3	$8.51K	Hold	16	–	–	﹤0.01%	1543
2024 Q2	$9.44K	Buy	+16	New	+$9.81K	﹤0.01%	1284
2024 Q1	–	Sell	-74	Closed	-$43K	–	1848
2023 Q4	$43K	Buy	74 +69	+1,380%	+$33.2K	﹤0.01%	684
2023 Q3	$2.46K	Buy	+5	New	+$2.61K	﹤0.01%	1321
2023 Q2	–	Sell	-13	Closed	-$5.57K	–	1600
2023 Q1	$5.57K	Buy	13 +10	+333%	+$3.65K	﹤0.01%	1066
2022 Q4	$867	Buy	+3	New	+$850	﹤0.01%	1313
2022 Q1	–	Sell	-2	Closed	-$1K	–	1102
2021 Q4	$1K	Buy	+2	New	+$1.51K	﹤0.01%	1016
2021 Q2	–	Sell	-5	Closed	-$2K	–	871
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	711
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	639
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	663
2020 Q2	$1K	Buy	+5	New	+$899	﹤0.01%	621

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