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Venturi Wealth Management’s HubSpot HUBS Stock Holding History

Venturi Wealth Management’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
Q3 		– Sell
-1,482
Closed -$825K – 582
2025
Q2 		$825K Sell
1,482
-25
-2% -$14.6K 0.04% 227
2025
Q1 		$861K Buy
1,507
+16
+1% +$11.2K 0.04% 227
2024
Q4 		$1.04M Buy
1,491
+1,480
+13,455% +$951K 0.05% 204
2024
Q3 		$5.85K Sell
11
-9
-45% -$4.52K ﹤0.01% 1350
2024
Q2 		$11.8K Buy
20
+1
+5% +$613 ﹤0.01% 1068
2024
Q1 		$11.9K Sell
19
-42
-69% -$25.2K ﹤0.01% 886
2023
Q4 		$35.4K Buy
61
+47
+336% +$22.6K ﹤0.01% 563
2023
Q3 		$6.89K Buy
14
+1
+8% +$522 ﹤0.01% 881
2023
Q2 		$6.92K Sell
13
-2
-13% -$937 ﹤0.01% 698
2023
Q1 		$6.43K Buy
+15
New +$5.47K ﹤0.01% 786

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return