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Avalon Trust’s HubSpot HUBS Stock Holding History

Avalon Trust’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 		$110K Sell
600
-40
-6% -$8.36K 0.01% 201
2026
Q1 		$156K Hold
640
– – 0.01% 170
2025
Q4 		$257K Buy
640
+40
+7% +$16.6K 0.02% 130
2025
Q3 		$281K Buy
+600
New +$302K 0.02% 133

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

Avalon Trust's HUBS Position: Q2 2026 in Review

Avalon Trust reduced its HubSpot (HUBS) stake by 6.3% in Q2 2026, selling an estimated $8.36K and leaving 600 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #201.

Avalon Trust first reported a position in HUBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $281K in Q3 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Avalon Trust held 600 shares of HubSpot worth $110K as of Q2 2026.
  • Avalon Trust sold 40 HubSpot shares in Q2 2026, an estimated $8.36K.
  • HubSpot made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #201 holding.
  • Avalon Trust first reported a position in HubSpot in Q3 2025 and has held it in 4 quarters since.
  • Avalon Trust's HubSpot position peaked at $281K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.