Action Point Financial Planning’s HubSpot HUBS Stock Holding History

Action Point Financial Planning’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	$3.29K	Buy	+18	New	+$3.76K	﹤0.01%	2011

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

Action Point Financial Planning's HUBS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in HubSpot (HUBS) in Q2 2026: 18 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings.

593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Action Point Financial Planning held 18 shares of HubSpot worth $3.29K as of Q2 2026.
HubSpot was a new Action Point Financial Planning position in Q2 2026.
HubSpot made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2011 holding.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.