Left Brain Wealth Management’s HubSpot HUBS Stock Holding History

Left Brain Wealth Management’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 Q2	–	Sell	-3,817	Closed	-$2.18M	–	105
2025 Q1	$2.18M	Sell	3,817 -254	-6%	-$178K	0.95%	34
2024 Q4	$2.84M	Buy	4,071 +181	+5%	+$116K	1.07%	35
2024 Q3	$2.07M	Sell	3,890 -27	-0.7%	-$13.6K	0.96%	35
2024 Q2	$2.31M	Buy	3,917 +92	+2%	+$56.4K	1.08%	32
2024 Q1	$2.4M	Buy	3,825 +871	+29%	+$523K	1.16%	31
2023 Q4	$1.71M	Sell	2,954 -40	-1%	-$19.2K	0.99%	38
2023 Q3	$1.47M	Buy	2,994 +137	+5%	+$71.6K	0.92%	37
2023 Q2	$1.52M	Buy	+2,857	New	+$1.34M	0.93%	37

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Left Brain Wealth Management's HUBS Position: Q2 2025 in Review

Left Brain Wealth Management sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 3,817 shares — an estimated $2.18M sold.

Left Brain Wealth Management first reported a position in HUBS in Q2 2023 and held it in 8 quarters. The position peaked at $2.84M in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

Left Brain Wealth Management reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
Left Brain Wealth Management sold 3,817 HubSpot shares in Q2 2025, an estimated $2.18M.
Left Brain Wealth Management first reported a position in HubSpot in Q2 2023 and held it in 8 quarters.
Left Brain Wealth Management's HubSpot position peaked at $2.84M in Q4 2024.
787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.