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Winthrop Advisory Group’s HubSpot HUBS Stock Holding History

Winthrop Advisory Group’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
2026
Q1 		– Sell
-525
Closed -$206K – 203
2025
Q4 		$206K Sell
525
-28
-5% -$11.6K 0.02% 184
2025
Q3 		$259K Hold
553
– – 0.02% 153
2025
Q2 		$308K Sell
553
-29
-5% -$17K 0.03% 133
2025
Q1 		$332K Sell
582
-25
-4% -$17.5K 0.04% 110
2024
Q4 		$423K Sell
607
-15
-2% -$9.64K 0.05% 101
2024
Q3 		$331K Sell
622
-10
-2% -$5.02K 0.04% 106
2024
Q2 		$373K Sell
632
-10
-2% -$6.13K 0.05% 103
2024
Q1 		$402K Sell
642
-32
-5% -$19.2K 0.06% 96
2023
Q4 		$391K Buy
674
+183
+37% +$88K 0.06% 91
2023
Q3 		$242K Sell
491
-20
-4% -$10.4K 0.04% 107
2023
Q2 		$272K Sell
511
-15
-3% -$7.03K 0.04% 108
2023
Q1 		$226K Buy
+526
New +$192K 0.04% 110
2022
Q2 		– Sell
-550
Closed -$261K – 134
2022
Q1 		$261K Hold
550
– – 0.05% 110
2021
Q4 		$363K Sell
550
-15
-3% -$11.3K 0.07% 88
2021
Q3 		$382K Buy
565
+35
+7% +$22.5K 0.09% 80
2021
Q2 		$309K Hold
530
– – 0.07% 96
2021
Q1 		$241K Sell
530
-20
-4% -$8.79K 0.06% 115
2020
Q4 		$218K Buy
+550
New +$193K 0.06% 121

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winthrop Advisory Group's HUBS Position: Q1 2026 in Review

Winthrop Advisory Group sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 525 shares — an estimated $206K sold.

Winthrop Advisory Group first reported a position in HUBS in Q4 2020 and held it in 18 quarters. The position peaked at $423K in Q4 2024. 680 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Winthrop Advisory Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Winthrop Advisory Group sold 525 HubSpot shares in Q1 2026, an estimated $206K.
  • Winthrop Advisory Group first reported a position in HubSpot in Q4 2020 and held it in 18 quarters.
  • Winthrop Advisory Group's HubSpot position peaked at $423K in Q4 2024.
  • 680 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Winthrop Advisory Group's 13F filing for Q1 2026, filed 13 Apr 2026.