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Northwest & Ethical Investments’s HubSpot HUBS Stock Holding History

Northwest & Ethical Investments’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
-150
Closed -$104K – 500
2024
Q4 		$104K Buy
+150
New +$96.4K ﹤0.01% 442

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

Northwest & Ethical Investments's HUBS Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 150 shares — an estimated $104K sold.

Northwest & Ethical Investments first reported a position in HUBS in Q4 2024 and held it in 1 quarter. The position peaked at $104K in Q4 2024. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 150 HubSpot shares in Q1 2025, an estimated $104K.
  • Northwest & Ethical Investments first reported a position in HubSpot in Q4 2024 and held it in 1 quarter.
  • Northwest & Ethical Investments's HubSpot position peaked at $104K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.