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 $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return