Toth Financial Advisory’s HubSpot HUBS Stock Holding History

Toth Financial Advisory’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	-10	Closed	-$4.68K	–	957
2025 Q3	$4.68K	Hold	10	–	–	﹤0.01%	617
2025 Q2	$5.57K	Hold	10	–	–	﹤0.01%	547
2025 Q1	$5.71K	Hold	10	–	–	﹤0.01%	515
2024 Q4	$6.97K	Hold	10	–	–	﹤0.01%	484
2024 Q3	$5.32K	Hold	10	–	–	﹤0.01%	513
2024 Q2	$5.9K	Hold	10	–	–	﹤0.01%	511
2024 Q1	$6.27K	Hold	10	–	–	﹤0.01%	500
2023 Q4	$5.81K	Hold	10	–	–	﹤0.01%	512
2023 Q3	$4.92K	Hold	10	–	–	﹤0.01%	530
2023 Q2	$5.32K	Sell	10 -1,250	-99%	-$586K	﹤0.01%	545
2023 Q1	$540K	Buy	1,260 +1,250	+12,500%	+$456K	0.08%	143
2022 Q4	$2.89K	Hold	10	–	–	﹤0.01%	552
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	599
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	559
2022 Q1	$5K	Hold	10	–	–	﹤0.01%	537
2021 Q4	$7K	Hold	10	–	–	﹤0.01%	528
2021 Q3	$7K	Buy	+10	New	+$6.44K	﹤0.01%	524

Other funds holding HUBS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Toth Financial Advisory's HUBS Position: Q4 2025 in Review

Toth Financial Advisory sold out of HubSpot (HUBS) in Q4 2025, closing a stake of 10 shares — an estimated $4.68K sold.

Toth Financial Advisory first reported a position in HUBS in Q3 2021 and held it in 17 quarters. The position peaked at $540K in Q1 2023. 748 funds tracked by Wall St. Rank hold HUBS as of Q4 2025.

Toth Financial Advisory reported no remaining HubSpot position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 10 HubSpot shares in Q4 2025, an estimated $4.68K.
Toth Financial Advisory first reported a position in HubSpot in Q3 2021 and held it in 17 quarters.
Toth Financial Advisory's HubSpot position peaked at $540K in Q1 2023.
748 funds tracked by Wall St. Rank held HubSpot as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.