WA
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Wealth Alliance’s HubSpot HUBS Stock Holding History

Wealth Alliance’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
-445
Closed -$248K – 577
2025
Q2 		$248K Buy
445
+43
+11% +$25.2K 0.03% 468
2025
Q1 		$230K Buy
402
+35
+10% +$24.6K 0.03% 467
2024
Q4 		$256K Sell
367
-19
-5% -$12.2K 0.03% 424
2024
Q3 		$205K Buy
386
+22
+6% +$11K 0.02% 497
2024
Q2 		$215K Buy
364
+4
+1% +$2.45K 0.03% 470
2024
Q1 		$226K Sell
360
-19
-5% -$11.4K 0.03% 466
2023
Q4 		$220K Buy
+379
New +$182K 0.03% 466
2023
Q3 		– Sell
-522
Closed -$278K – 510
2023
Q2 		$278K Buy
522
+27
+5% +$12.7K 0.04% 394
2023
Q1 		$212K Buy
+495
New +$181K 0.03% 466

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