AWM
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AE Wealth Management’s HubSpot HUBS Stock Holding History

AE 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 		$209K Buy
1,144
+129
+13% +$27K ﹤0.01% 1701
2026
Q1 		$248K Sell
1,015
-1,408
-58% -$395K ﹤0.01% 1494
2025
Q4 		$972K Buy
2,423
+20
+0.8% +$8.29K 0.01% 813
2025
Q3 		$1.12M Buy
2,403
+18
+0.8% +$9.05K 0.01% 725
2025
Q2 		$1.33M Sell
2,385
-233
-9% -$136K 0.01% 647
2025
Q1 		$1.5M Sell
2,618
-561
-18% -$394K 0.01% 606
2024
Q4 		$2.22M Sell
3,179
-449
-12% -$289K 0.02% 500
2024
Q3 		$1.93M Sell
3,628
-635
-15% -$319K 0.02% 543
2024
Q2 		$2.51M Sell
4,263
-591
-12% -$362K 0.03% 468
2024
Q1 		$3.04M Sell
4,854
-13,941
-74% -$8.38M 0.03% 401
2023
Q4 		$11.1M Sell
18,795
-1,303
-6% -$627K 0.06% 374
2023
Q3 		$9.9M Buy
20,098
+998
+5% +$521K 0.06% 381
2023
Q2 		$10.2M Sell
19,100
-14,418
-43% -$6.76M 0.06% 366
2023
Q1 		$14.4M Buy
33,518
+2,309
+7% +$843K 0.09% 264
2022
Q4 		$9.02M Buy
31,209
+13,609
+77% +$3.86M 0.07% 345
2022
Q3 		$4.75M Buy
17,600
+666
+4% +$212K 0.04% 438
2022
Q2 		$5.09M Buy
16,934
+11,369
+204% +$4.15M 0.04% 407
2022
Q1 		$2.64M Buy
5,565
+3,731
+203% +$1.81M 0.02% 632
2021
Q4 		$1.21M Buy
+1,834
New +$1.39M 0.01% 861
2021
Q1 		– Sell
-1,813
Closed -$719K – 1520
2020
Q4 		$719K Buy
+1,813
New +$636K 0.01% 823
2020
Q3 		– Sell
-4,358
Closed -$978K – 1316
2020
Q2 		$978K Buy
+4,358
New +$784K 0.02% 637
2019
Q3 		– Sell
-1,243
Closed -$212K – 1024
2019
Q2 		$212K Buy
+1,243
New +$217K 0.01% 883

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

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

AE Wealth Management increased its HubSpot (HUBS) stake by 13% in Q2 2026, buying an estimated $27K and bringing the position to 1,144 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

AE Wealth Management first reported a position in HUBS in Q2 2019 and has held it in 22 quarters since. The position peaked at $14.4M in Q1 2023. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • AE Wealth Management held 1,144 shares of HubSpot worth $209K as of Q2 2026.
  • AE Wealth Management bought 129 HubSpot shares in Q2 2026, an estimated $27K.
  • HubSpot made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1701 holding.
  • AE Wealth Management first reported a position in HubSpot in Q2 2019 and has held it in 22 quarters since.
  • AE Wealth Management's HubSpot position peaked at $14.4M in Q1 2023.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.