Prestige Wealth Management Group’s HubSpot HUBS Stock Holding History

Prestige Wealth Management Group’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	–	Sell	-7	Closed	-$3.27K	–	1022
2025 Q3	$3.27K	Hold	7	–	–	﹤0.01%	643
2025 Q2	$3.9K	Buy	7 +3	+75%	+$1.76K	﹤0.01%	616
2025 Q1	$2.29K	Hold	4	–	–	﹤0.01%	713
2024 Q4	$2.79K	Hold	4	–	–	﹤0.01%	715
2024 Q3	$2.13K	Buy	+4	New	+$2.01K	﹤0.01%	754
2023 Q2	–	Sell	-3	Closed	-$1.29K	–	1070
2023 Q1	$1.29K	Sell	3 -10	-77%	-$3.65K	﹤0.01%	846
2022 Q4	$3.76K	Buy	13 +8	+160%	+$2.27K	﹤0.01%	683
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	857
2022 Q2	$2K	Sell	5 -6	-55%	-$2.19K	﹤0.01%	749
2022 Q1	$5K	Hold	11	–	–	﹤0.01%	614
2021 Q4	$7K	Hold	11	–	–	﹤0.01%	555
2021 Q3	$7K	Hold	11	–	–	﹤0.01%	556
2021 Q2	$6K	Hold	11	–	–	﹤0.01%	581
2021 Q1	$5K	Hold	11	–	–	﹤0.01%	617
2020 Q4	$4K	Sell	11 -1	-8%	-$351	﹤0.01%	628
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	573
2020 Q2	$3K	Buy	+12	New	+$2.16K	﹤0.01%	610

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prestige Wealth Management Group's HUBS Position: Q4 2025 in Review

Prestige Wealth Management Group sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 7 shares — an estimated $3.27K sold.

Prestige Wealth Management Group first reported a position in HUBS in Q2 2020 and held it in 17 quarters. The position peaked at $7K in Q4 2021. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Prestige Wealth Management Group reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 7 HubSpot shares in Q4 2025, an estimated $3.27K.
Prestige Wealth Management Group first reported a position in HubSpot in Q2 2020 and held it in 17 quarters.
Prestige Wealth Management Group's HubSpot position peaked at $7K in Q4 2021.
748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Prestige Wealth Management Group's 13F filing for Q4 2025, filed 11 Feb 2026.