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Tanglewood Legacy Advisors’s HubSpot HUBS Stock Holding History

Tanglewood Legacy 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 		– Sell
-12
Closed -$5.61K – 274
2025
Q3 		$5.61K Hold
12
– – ﹤0.01% 244
2025
Q2 		$6.68K Hold
12
– – ﹤0.01% 254
2025
Q1 		$6.86K Hold
12
– – ﹤0.01% 262
2024
Q4 		$8.36K Hold
12
– – ﹤0.01% 257
2024
Q3 		$6.38K Hold
12
– – ﹤0.01% 251
2024
Q2 		$7.08K Hold
12
– – ﹤0.01% 246
2024
Q1 		$7.52K Buy
+12
New +$7.21K ﹤0.01% 257

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 $3.38T AUM 44.17% 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

Tanglewood Legacy Advisors's HUBS Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 12 shares — an estimated $5.61K sold.

Tanglewood Legacy Advisors first reported a position in HUBS in Q1 2024 and held it in 7 quarters. The position peaked at $8.36K in Q4 2024. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

  • Tanglewood Legacy Advisors reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 12 HubSpot shares in Q4 2025, an estimated $5.61K.
  • Tanglewood Legacy Advisors first reported a position in HubSpot in Q1 2024 and held it in 7 quarters.
  • Tanglewood Legacy Advisors's HubSpot position peaked at $8.36K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

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