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Stratos Wealth Partners’s HubSpot HUBS Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-561
Closed -$391K – 1431
2024
Q4 		$391K Buy
561
+7
+1% +$4.5K 0.01% 1030
2024
Q3 		$295K Sell
554
-32
-5% -$16.1K ﹤0.01% 1161
2024
Q2 		$346K Buy
586
+24
+4% +$14.7K 0.01% 1040
2024
Q1 		$352K Buy
562
+70
+14% +$42.1K 0.01% 1028
2023
Q4 		$286K Buy
492
+10
+2% +$4.81K 0.01% 1104
2023
Q3 		$237K Buy
482
+19
+4% +$9.93K 0.01% 1103
2023
Q2 		$246K Buy
+463
New +$217K 0.01% 1025
2022
Q3 		– Sell
-677
Closed -$204K – 1176
2022
Q2 		$204K Buy
677
+28
+4% +$10.2K 0.01% 1077
2022
Q1 		$308K Buy
649
+18
+3% +$8.72K 0.01% 977
2021
Q4 		$416K Buy
631
+38
+6% +$28.7K 0.01% 875
2021
Q3 		$401K Buy
593
+138
+30% +$88.9K 0.01% 839
2021
Q2 		$265K Buy
455
+2
+0.4% +$1.04K 0.01% 1022
2021
Q1 		$206K Sell
453
-149
-25% -$65.5K 0.01% 1033
2020
Q4 		$239K Buy
+602
New +$211K 0.01% 935
2018
Q4 		– Sell
-123
Closed -$19K – 1568
2018
Q3 		$19K Buy
+123
New +$16.9K ﹤0.01% 1897
2018
Q2 		– Sell
-123
Closed -$13K – 1693
2018
Q1 		$13K Hold
123
– – ﹤0.01% 2194
2017
Q4 		$11K Buy
+123
New +$10.3K ﹤0.01% 2122

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stratos Wealth Partners's HUBS Position: Q1 2025 in Review

Stratos Wealth Partners sold out of HubSpot (HUBS) in Q1 2025, closing a stake of 561 shares — an estimated $391K sold.

Stratos Wealth Partners first reported a position in HUBS in Q4 2017 and held it in 17 quarters. The position peaked at $416K in Q4 2021. 804 funds tracked by Wall St. Rank hold HUBS as of Q1 2025.

  • Stratos Wealth Partners reported no remaining HubSpot position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 561 HubSpot shares in Q1 2025, an estimated $391K.
  • Stratos Wealth Partners first reported a position in HubSpot in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's HubSpot position peaked at $416K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held HubSpot as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.