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Hubspot shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Hubspot

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hubspot by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $905k 1.9k 467.80
2025-06-30 $984k 1.8k 556.63
2024-12-31 $597k 857 696.77
2024-09-30 $328k 616 531.60
2024-06-30 $256k 434 589.79

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Berkshire Hathaway Inc Del Cl A (BRK.A)
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Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Sax Wealth Advisors

Top funds holding Hubspot

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
Wellington Management Company
Pictet Asset Management Holding SA
State Street Corporation
Henderson Group
Franklin Resources
Geode Capital Management
Ubs Global Asset Management Americas
ClearBridge Advisors
Goldman Sachs Group
Millennium Management
AQR Capital Management

View all funds holding Hubspot