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Moran Wealth Management’s HubSpot HUBS Stock Holding History

Moran 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
Q3 		– Sell
-1,245
Closed -$693K – 519
2025
Q2 		$693K Buy
1,245
+45
+4% +$26.4K 0.02% 360
2025
Q1 		$686K Sell
1,200
-40
-3% -$28.1K 0.02% 340
2024
Q4 		$864K Sell
1,240
-45
-4% -$28.9K 0.03% 309
2024
Q3 		$683K Buy
1,285
+531
+70% +$267K 0.02% 341
2024
Q2 		$445K Buy
754
+245
+48% +$150K 0.01% 349
2024
Q1 		$319K Buy
+509
New +$306K 0.01% 371

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moran Wealth Management's HUBS Position: Q3 2025 in Review

Moran Wealth Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 1,245 shares — an estimated $693K sold.

Moran Wealth Management first reported a position in HUBS in Q1 2024 and held it in 6 quarters. The position peaked at $864K in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Moran Wealth Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,245 HubSpot shares in Q3 2025, an estimated $693K.
  • Moran Wealth Management first reported a position in HubSpot in Q1 2024 and held it in 6 quarters.
  • Moran Wealth Management's HubSpot position peaked at $864K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.