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Paces Ferry Wealth Advisors’s HubSpot HUBS Stock Holding History

Paces Ferry Wealth Advisors’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
2026
Q1 		– Sell
-503
Closed -$202K – 136
2025
Q4 		$202K Sell
503
-260
-34% -$108K 0.08% 128
2025
Q3 		$357K Sell
763
-12
-2% -$6.04K 0.15% 84
2025
Q2 		$431K Buy
775
+1
+0.1% +$586 0.2% 69
2025
Q1 		$442K Buy
774
+4
+0.5% +$2.81K 0.22% 66
2024
Q4 		$537K Buy
770
+258
+50% +$166K 0.26% 55
2024
Q3 		$272K Buy
512
+6
+1% +$3.01K 0.16% 95
2024
Q2 		$298K Sell
506
-1
-0.2% -$613 0.18% 85
2024
Q1 		$318K Sell
507
-6
-1% -$3.61K 0.2% 81
2023
Q4 		$298K Buy
513
+4
+0.8% +$1.92K 0.21% 88
2023
Q3 		$251K Sell
509
-13
-2% -$6.79K 0.2% 89
2023
Q2 		$278K Sell
522
-290
-36% -$136K 0.21% 86
2023
Q1 		$348K Buy
812
+2
+0.2% +$730 0.28% 77
2022
Q4 		$234K Sell
810
-6
-0.7% -$1.7K 0.23% 91
2022
Q3 		$220K Buy
816
+7
+0.9% +$2.22K 0.24% 87
2022
Q2 		$243K Buy
809
+11
+1% +$4.02K 0.24% 88
2022
Q1 		$379K Buy
798
+2
+0.3% +$969 0.3% 70
2021
Q4 		$525K Sell
796
-42
-5% -$31.8K 0.38% 54
2021
Q3 		$567K Sell
838
-17
-2% -$11K 0.45% 53
2021
Q2 		$498K Buy
855
+3
+0.4% +$1.56K 0.38% 61
2021
Q1 		$387K Sell
852
-32
-4% -$14.1K 0.34% 71
2020
Q4 		$350K Hold
884
– – 0.32% 73
2020
Q3 		$258K Buy
+884
New +$232K 0.22% 83

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paces Ferry Wealth Advisors's HUBS Position: Q1 2026 in Review

Paces Ferry Wealth Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 503 shares — an estimated $202K sold.

Paces Ferry Wealth Advisors first reported a position in HUBS in Q3 2020 and held it in 22 quarters. The position peaked at $567K in Q3 2021. 680 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Paces Ferry Wealth Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 503 HubSpot shares in Q1 2026, an estimated $202K.
  • Paces Ferry Wealth Advisors first reported a position in HubSpot in Q3 2020 and held it in 22 quarters.
  • Paces Ferry Wealth Advisors's HubSpot position peaked at $567K in Q3 2021.
  • 680 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.