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Wedbush Securities’s HubSpot HUBS Stock Holding History

Wedbush Securities’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
-844
Closed -$470K – 1211
2025
Q2 		$470K Buy
844
+16
+2% +$9.37K 0.02% 651
2025
Q1 		$473K Buy
828
+435
+111% +$305K 0.02% 635
2024
Q4 		$274K Buy
393
+13
+3% +$8.36K 0.01% 860
2024
Q3 		$202K Sell
380
-62
-14% -$31.1K 0.01% 995
2024
Q2 		$261K Sell
442
-13
-3% -$7.97K 0.01% 932
2024
Q1 		$285K Buy
455
+75
+20% +$45.1K 0.01% 901
2023
Q4 		$221K Buy
+380
New +$183K 0.01% 914
2023
Q3 		– Sell
-380
Closed -$202K – 1078
2023
Q2 		$202K Buy
+380
New +$178K 0.01% 929
2023
Q1 		– Sell
-1,163
Closed -$336K – 1102
2022
Q4 		$336K Buy
1,163
+10
+0.9% +$2.83K 0.02% 686
2022
Q3 		$311K Sell
1,153
-46
-4% -$14.6K 0.02% 707
2022
Q2 		$360K Sell
1,199
-256
-18% -$93.5K 0.02% 667
2022
Q1 		$691K Sell
1,455
-233
-14% -$113K 0.03% 459
2021
Q4 		$1.11M Sell
1,688
-126
-7% -$95.3K 0.05% 341
2021
Q3 		$1.23M Buy
1,814
+25
+1% +$16.1K 0.06% 306
2021
Q2 		$1.04M Sell
1,789
-399
-18% -$208K 0.05% 350
2021
Q1 		$994K Buy
2,188
+1,318
+151% +$579K 0.06% 331
2020
Q4 		$345K Buy
870
+4
+0.5% +$1.4K 0.03% 587
2020
Q3 		$253K Buy
+866
New +$227K 0.02% 688

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