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Wood Tarver Financial Group’s HubSpot HUBS Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-1
Closed – – 358
2025
Q2 		$0 Hold
1
– – ﹤0.01% 635
2025
Q1 		$572 Hold
1
– – ﹤0.01% 628
2024
Q4 		$0 Buy
+1
New +$643 ﹤0.01% 676

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Wood Tarver Financial Group's HUBS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 1 share.

Wood Tarver Financial Group first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $572 in Q1 2025. 770 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1 HubSpot share in Q3 2025.
  • Wood Tarver Financial Group first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's HubSpot position peaked at $572 in Q1 2025.
  • 770 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.