Abound Wealth Management’s HubSpot HUBS Stock Holding History

Abound Wealth Management’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 Q2	$1.28K	Hold	7	–	–	﹤0.01%	791
2026 Q1	$1.71K	Hold	7	–	–	﹤0.01%	932
2025 Q4	$2.81K	Hold	7	–	–	﹤0.01%	791
2025 Q3	$3.27K	Hold	7	–	–	﹤0.01%	732
2025 Q2	$3.9K	Hold	7	–	–	﹤0.01%	635
2025 Q1	$4K	Hold	7	–	–	﹤0.01%	582
2024 Q4	$4.88K	Hold	7	–	–	﹤0.01%	534
2024 Q3	$3.72K	Hold	7	–	–	﹤0.01%	607
2024 Q2	$4.13K	Sell	7 -1	-13%	-$613	﹤0.01%	535
2024 Q1	$5.01K	Sell	8 -1	-11%	-$601	﹤0.01%	520
2023 Q4	$5.37K	Buy	9 +1	+13%	+$481	﹤0.01%	486
2023 Q3	$3.94K	Hold	8	–	–	﹤0.01%	511
2023 Q2	$4.26K	Buy	8 +1	+14%	+$469	﹤0.01%	527
2023 Q1	$3K	Hold	7	–	–	﹤0.01%	523
2022 Q4	$2.02K	Hold	7	–	–	﹤0.01%	537
2022 Q3	$1.89K	Buy	+7	New	+$2.22K	﹤0.01%	492

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Abound Wealth Management's HUBS Position: Q2 2026 in Review

Abound Wealth Management held its HubSpot (HUBS) position steady in Q2 2026 at 7 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Abound Wealth Management first reported a position in HUBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.37K in Q4 2023. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Abound Wealth Management held 7 shares of HubSpot worth $1.28K as of Q2 2026.
Abound Wealth Management left its HubSpot share count unchanged in Q2 2026.
HubSpot made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #791 holding.
Abound Wealth Management first reported a position in HubSpot in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's HubSpot position peaked at $5.37K in Q4 2023.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.