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McAdam LLC’s HubSpot HUBS Stock Holding History

McAdam LLC’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
Q1 		– Sell
-1,671
Closed -$1.16M – 366
2024
Q4 		$1.16M Hold
1,671
– – 0.06% 126
2024
Q3 		$888K Hold
1,671
– – 0.05% 144
2024
Q2 		$986K Buy
1,671
+162
+11% +$99.3K 0.06% 120
2024
Q1 		$945K Sell
1,509
-104
-6% -$62.5K 0.06% 125
2023
Q4 		$936K Buy
1,613
+12
+0.7% +$5.77K 0.07% 118
2023
Q3 		$788K Buy
1,601
+5
+0.3% +$2.61K 0.06% 127
2023
Q2 		$849K Buy
1,596
+13
+0.8% +$6.09K 0.07% 121
2023
Q1 		$679K Buy
+1,583
New +$578K 0.06% 130
2022
Q4 		– Sell
-1,582
Closed -$427K – 202
2022
Q3 		$427K Hold
1,582
– – 0.05% 139
2022
Q2 		$476K Hold
1,582
– – 0.05% 137
2022
Q1 		$751K Buy
+1,582
New +$766K 0.07% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return