Level Four Advisory Services’s HubSpot HUBS Stock Holding History

Level Four Advisory 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	-432	Closed	-$202K	–	859
2025 Q3	$202K	Buy	+432	New	+$217K	0.01%	772
2022 Q1	–	Sell	-718	Closed	-$473K	–	669
2021 Q4	$473K	Sell	718 -15	-2%	-$11.3K	0.04%	411
2021 Q3	$496K	Sell	733 -136	-16%	-$87.6K	0.05%	291
2021 Q2	$506K	Buy	869 +33	+4%	+$17.2K	0.04%	394
2021 Q1	$380K	Buy	836 +155	+23%	+$68.1K	0.03%	448
2020 Q4	$270K	Buy	+681	New	+$239K	0.02%	491

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Level Four Advisory Services's HUBS Position: Q4 2025 in Review

Level Four Advisory Services sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 432 shares — an estimated $202K sold.

Level Four Advisory Services first reported a position in HUBS in Q4 2020 and held it in 6 quarters. The position peaked at $506K in Q2 2021. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Level Four Advisory Services reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 432 HubSpot shares in Q4 2025, an estimated $202K.
Level Four Advisory Services first reported a position in HubSpot in Q4 2020 and held it in 6 quarters.
Level Four Advisory Services's HubSpot position peaked at $506K in Q2 2021.
747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.