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Mascoma Wealth Management’s HubSpot HUBS Stock Holding History

Mascoma 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
-6
Closed -$3.43K – 478
2025
Q1 		$3.43K Hold
6
– – ﹤0.01% 430
2024
Q4 		$4.18K Buy
+6
New +$3.86K ﹤0.01% 420

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mascoma Wealth Management's HUBS Position: Q2 2025 in Review

Mascoma Wealth Management sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 6 shares — an estimated $3.43K sold.

Mascoma Wealth Management first reported a position in HUBS in Q4 2024 and held it in 2 quarters. The position peaked at $4.18K in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

  • Mascoma Wealth Management reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 6 HubSpot shares in Q2 2025, an estimated $3.43K.
  • Mascoma Wealth Management first reported a position in HubSpot in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's HubSpot position peaked at $4.18K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.