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Wedmont Private Capital’s HubSpot HUBS Stock Holding History

Wedmont Private Capital’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
-412
Closed -$231K – 804
2025
Q2 		$231K Sell
412
-11
-3% -$6.44K 0.01% 674
2025
Q1 		$223K Buy
+423
New +$297K 0.01% 612

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wedmont Private Capital's HUBS Position: Q3 2025 in Review

Wedmont Private Capital sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 412 shares — an estimated $231K sold.

Wedmont Private Capital first reported a position in HUBS in Q1 2025 and held it in 2 quarters. The position peaked at $231K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Wedmont Private Capital reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 412 HubSpot shares in Q3 2025, an estimated $231K.
  • Wedmont Private Capital first reported a position in HubSpot in Q1 2025 and held it in 2 quarters.
  • Wedmont Private Capital's HubSpot position peaked at $231K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Wedmont Private Capital's 13F filing for Q3 2025, filed 8 Oct 2025.