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Prosperity Financial Group’s HubSpot HUBS Stock Holding History

Prosperity Financial 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
Q3 		– Sell
-713
Closed -$397K – 188
2025
Q2 		$397K Buy
713
+2
+0.3% +$1.17K 0.17% 115
2025
Q1 		$406K Sell
711
-1
-0.1% -$701 0.2% 101
2024
Q4 		$496K Buy
712
+110
+18% +$70.7K 0.25% 91
2024
Q3 		$320K Buy
602
+50
+9% +$25.1K 0.18% 108
2024
Q2 		$326K Buy
552
+60
+12% +$36.8K 0.21% 98
2024
Q1 		$308K Buy
492
+29
+6% +$17.4K 0.19% 105
2023
Q4 		$269K Buy
463
+17
+4% +$8.18K 0.19% 99
2023
Q3 		$220K Buy
446
+25
+6% +$13.1K 0.18% 98
2023
Q2 		$224K Buy
+421
New +$197K 0.2% 111

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Prosperity Financial Group's HUBS Position: Q3 2025 in Review

Prosperity Financial Group sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 713 shares — an estimated $397K sold.

Prosperity Financial Group first reported a position in HUBS in Q2 2023 and held it in 9 quarters. The position peaked at $496K in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Prosperity Financial Group reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 713 HubSpot shares in Q3 2025, an estimated $397K.
  • Prosperity Financial Group first reported a position in HubSpot in Q2 2023 and held it in 9 quarters.
  • Prosperity Financial Group's HubSpot position peaked at $496K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Prosperity Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.