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Hubspot shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Hubspot (HUBS) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Hubspot

Tip: Access up to 7 years of quarterly data

All positions including Hubspot held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hubspot by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2.7k 531.60
2024-06-30 $803k 1.4k 589.79

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Hubspot

Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Jpmorgan Chase & Co
ClearBridge Advisors
State Street Corporation
Durable Capital Partners
Geode Capital Management
Franklin Resources
Goldman Sachs Group
Groupama Asset Managment
Invesco
Bank of New York Mellon
Massachusetts Financial Services

View all funds holding Hubspot