Stephens Consulting’s HubSpot HUBS Stock Holding History

Stephens Consulting’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	$2.01K	Hold	5	–	–	﹤0.01%	351
2025 Q3	$2.34K	Sell	5 -1	-17%	-$503	﹤0.01%	317
2025 Q2	$3.34K	Buy	6 +1	+20%	+$586	﹤0.01%	427
2025 Q1	$2.86K	Hold	5	–	–	﹤0.01%	417
2024 Q4	$3.48K	Hold	5	–	–	﹤0.01%	434
2024 Q3	$2.66K	Hold	5	–	–	﹤0.01%	446
2024 Q2	$2.95K	Hold	5	–	–	﹤0.01%	471
2024 Q1	$3.13K	Hold	5	–	–	﹤0.01%	401
2023 Q4	$2.9K	Hold	5	–	–	﹤0.01%	415
2023 Q3	$2.46K	Hold	5	–	–	﹤0.01%	425
2023 Q2	$2.66K	Hold	5	–	–	﹤0.01%	427
2023 Q1	$2.14K	Hold	5	–	–	﹤0.01%	455
2022 Q4	$1.45K	Hold	5	–	–	﹤0.01%	443
2022 Q3	$1.35K	Hold	5	–	–	﹤0.01%	507
2022 Q2	$1.5K	Hold	5	–	–	﹤0.01%	495
2022 Q1	$2.38K	Sell	5 -19	-79%	-$9.21K	﹤0.01%	492
2021 Q4	$15.8K	Buy	+24	New	+$18.2K	0.01%	339

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's HUBS Position: Q4 2025 in Review

Stephens Consulting held its HubSpot (HUBS) position steady in Q4 2025 at 5 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Stephens Consulting first reported a position in HUBS in Q4 2021 and has held it in 17 quarters since. The position peaked at $15.8K in Q4 2021. 745 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Stephens Consulting held 5 shares of HubSpot worth $2.01K as of Q4 2025.
Stephens Consulting left its HubSpot share count unchanged in Q4 2025.
HubSpot made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #351 holding.
Stephens Consulting first reported a position in HubSpot in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's HubSpot position peaked at $15.8K in Q4 2021.
745 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.