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Nicolet Advisory Services’s HubSpot HUBS Stock Holding History

Nicolet 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 		$226K Sell
601
-435
-42% -$180K 0.02% 386
2025
Q3 		$467K Buy
1,036
+80
+8% +$40.2K 0.04% 237
2025
Q2 		$477K Buy
956
+328
+52% +$192K 0.04% 225
2025
Q1 		$326K Buy
+628
New +$441K 0.03% 262
2024
Q2 		– Sell
-432
Closed -$285K – 358
2024
Q1 		$285K Buy
+432
New +$260K 0.03% 273

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nicolet Advisory Services's HUBS Position: Q4 2025 in Review

Nicolet Advisory Services reduced its HubSpot (HUBS) stake by 42% in Q4 2025, selling an estimated $180K and leaving 601 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #386.

Nicolet Advisory Services first reported a position in HUBS in Q1 2024 and has held it in 5 quarters since. The position peaked at $477K in Q2 2025. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Nicolet Advisory Services held 601 shares of HubSpot worth $226K as of Q4 2025.
  • Nicolet Advisory Services sold 435 HubSpot shares in Q4 2025, an estimated $180K.
  • HubSpot made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #386 holding.
  • Nicolet Advisory Services first reported a position in HubSpot in Q1 2024 and has held it in 5 quarters since.
  • Nicolet Advisory Services's HubSpot position peaked at $477K in Q2 2025.
  • 745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

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