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Redmont Wealth Advisors’s HubSpot HUBS Stock Holding History

Redmont 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
2025
Q4 		$4.01K Hold
10
– – 0.01% 258
2025
Q3 		$4.68K Hold
10
– – 0.01% 256
2025
Q2 		$5.57K Buy
+10
New +$5.86K 0.01% 241
2024
Q4 		– Sell
-10
Closed -$5.32K – 171
2024
Q3 		$5.32K Hold
10
– – 0.01% 249
2024
Q2 		$5.9K Hold
10
– – 0.01% 231
2024
Q1 		$6.27K Buy
+10
New +$6.01K 0.01% 228

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Redmont Wealth Advisors's HUBS Position: Q4 2025 in Review

Redmont Wealth Advisors held its HubSpot (HUBS) position steady in Q4 2025 at 10 shares worth $4.01K. The position accounts for 0.01% of the portfolio, ranked #258.

Redmont Wealth Advisors first reported a position in HUBS in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.27K in Q1 2024. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Redmont Wealth Advisors held 10 shares of HubSpot worth $4.01K as of Q4 2025.
  • Redmont Wealth Advisors left its HubSpot share count unchanged in Q4 2025.
  • HubSpot made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #258 holding.
  • Redmont Wealth Advisors first reported a position in HubSpot in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's HubSpot position peaked at $6.27K in Q1 2024.
  • 747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.