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Smith Salley Wealth Management’s HubSpot HUBS Stock Holding History

Smith Salley Wealth Management’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
-400
Closed -$223K – 267
2025
Q2 		$223K Sell
400
-5
-1% -$2.93K 0.01% 245
2025
Q1 		$231K Sell
405
-95
-19% -$66.6K 0.02% 226
2024
Q4 		$348K Buy
+500
New +$321K 0.02% 195

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 $3.38T AUM 44.17% 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

Smith Salley Wealth Management's HUBS Position: Q3 2025 in Review

Smith Salley Wealth Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 400 shares — an estimated $223K sold.

Smith Salley Wealth Management first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $348K in Q4 2024. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Smith Salley Wealth Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 400 HubSpot shares in Q3 2025, an estimated $223K.
  • Smith Salley Wealth Management first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
  • Smith Salley Wealth Management's HubSpot position peaked at $348K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Smith Salley Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.