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Sowell Financial Services’s HubSpot HUBS Stock Holding History

Sowell Financial Services’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
-513
Closed -$240K – 1139
2025
Q3 		$240K Buy
513
+127
+33% +$63.9K 0.01% 908
2025
Q2 		$215K Sell
386
-9
-2% -$5.27K 0.01% 930
2025
Q1 		$226K Buy
+395
New +$277K 0.01% 886
2021
Q2 		– Sell
-34
Closed -$17K – 1501
2021
Q1 		$17K Sell
34
-52
-60% -$22.8K ﹤0.01% 2114
2020
Q4 		$34K Buy
86
+38
+79% +$13.3K ﹤0.01% 1533
2020
Q3 		$14K Buy
48
+15
+45% +$3.93K ﹤0.01% 1694
2020
Q2 		$7K Sell
33
-240
-88% -$43.2K ﹤0.01% 1798
2020
Q1 		$36K Sell
273
-33
-11% -$5.48K ﹤0.01% 1158
2019
Q4 		$49K Buy
+306
New +$46.9K ﹤0.01% 1155

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

Sowell Financial Services's HUBS Position: Q4 2025 in Review

Sowell Financial Services sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 513 shares — an estimated $240K sold.

Sowell Financial Services first reported a position in HUBS in Q4 2019 and held it in 9 quarters. The position peaked at $240K in Q3 2025. 747 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Sowell Financial Services reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 513 HubSpot shares in Q4 2025, an estimated $240K.
  • Sowell Financial Services first reported a position in HubSpot in Q4 2019 and held it in 9 quarters.
  • Sowell Financial Services's HubSpot position peaked at $240K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.