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Philip James Wealth Mangement’s HubSpot HUBS Stock Holding History

Philip James Wealth Mangement’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
-705
Closed -$283K – 163
2025
Q4 		$283K Buy
705
+115
+19% +$47.6K 0.03% 150
2025
Q3 		$276K Buy
+590
New +$297K 0.03% 159

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

Philip James Wealth Mangement's HUBS Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 705 shares — an estimated $283K sold.

Philip James Wealth Mangement first reported a position in HUBS in Q3 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Philip James Wealth Mangement reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 705 HubSpot shares in Q1 2026, an estimated $283K.
  • Philip James Wealth Mangement first reported a position in HubSpot in Q3 2025 and held it in 2 quarters.
  • Philip James Wealth Mangement's HubSpot position peaked at $283K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.