MPWM Advisory Solutions’s HubSpot HUBS Stock Holding History

MPWM Advisory Solutions’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	-1	Closed	-$571	–	638
2025 Q1	$571	Hold	1	–	–	﹤0.01%	621
2024 Q4	$697	Buy	+1	New	+$643	﹤0.01%	605

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

MPWM Advisory Solutions's HUBS Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of HubSpot (HUBS) in Q2 2025, closing a stake of 1 share — an estimated $571 sold.

MPWM Advisory Solutions first reported a position in HUBS in Q4 2024 and held it in 2 quarters. The position peaked at $697 in Q4 2024. 787 funds tracked by Wall St. Rank hold HUBS as of Q2 2025.

MPWM Advisory Solutions reported no remaining HubSpot position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 1 HubSpot share in Q2 2025, an estimated $571.
MPWM Advisory Solutions first reported a position in HubSpot in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's HubSpot position peaked at $697 in Q4 2024.
787 funds tracked by Wall St. Rank held HubSpot as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.