Williams Jones Wealth Management’s HubSpot HUBS Stock Holding History

Williams Jones 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	-402	Closed	-$224K	–	523
2025 Q2	$224K	Hold	402	–	–	﹤0.01%	463
2025 Q1	$230K	Hold	402	–	–	﹤0.01%	443
2024 Q4	$280K	Hold	402	–	–	﹤0.01%	421
2024 Q3	$214K	Sell	402 -10	-2%	-$5.02K	﹤0.01%	484
2024 Q2	$243K	Sell	412 -42	-9%	-$25.8K	﹤0.01%	447
2024 Q1	$284K	Hold	454	–	–	﹤0.01%	440
2023 Q4	$264K	Hold	454	–	–	﹤0.01%	437
2023 Q3	$224K	Hold	454	–	–	﹤0.01%	467
2023 Q2	$242K	Buy	+454	New	+$213K	﹤0.01%	451
2022 Q2	–	Sell	-450	Closed	-$214K	–	592
2022 Q1	$214K	Hold	450	–	–	﹤0.01%	479
2021 Q4	$297K	Hold	450	–	–	﹤0.01%	397
2021 Q3	$304K	Hold	450	–	–	﹤0.01%	399
2021 Q2	$262K	Sell	450 -35	-7%	-$18.3K	﹤0.01%	427
2021 Q1	$220K	Sell	485 -114	-19%	-$50.1K	﹤0.01%	443
2020 Q4	$237K	Buy	+599	New	+$210K	﹤0.01%	407

Other funds holding HUBS

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

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

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

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

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

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Williams Jones Wealth Management's HUBS Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 402 shares — an estimated $224K sold.

Williams Jones Wealth Management first reported a position in HUBS in Q4 2020 and held it in 15 quarters. The position peaked at $304K in Q3 2021. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

Williams Jones Wealth Management reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 402 HubSpot shares in Q3 2025, an estimated $224K.
Williams Jones Wealth Management first reported a position in HubSpot in Q4 2020 and held it in 15 quarters.
Williams Jones Wealth Management's HubSpot position peaked at $304K in Q3 2021.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.