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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

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Fidelity Investments
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Wellington Management Group
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return