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Aventura Private Wealth’s HubSpot HUBS Stock Holding History

Aventura Private Wealth’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 		$6.39K Sell
35
-3
-8% -$627 ﹤0.01% 665
2026
Q1 		$9.28K Hold
38
– – ﹤0.01% 556
2025
Q4 		$15.2K Sell
38
-130
-77% -$53.9K 0.01% 458
2025
Q3 		$78.6K Sell
168
-22
-12% -$11.1K 0.03% 242
2025
Q2 		$106K Hold
190
– – 0.05% 199
2025
Q1 		$109K Hold
190
– – 0.06% 182
2024
Q4 		$132K Buy
+190
New +$122K 0.07% 162

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

Aventura Private Wealth's HUBS Position: Q2 2026 in Review

Aventura Private Wealth reduced its HubSpot (HUBS) stake by 7.9% in Q2 2026, selling an estimated $627 and leaving 35 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Aventura Private Wealth first reported a position in HUBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q4 2024. 597 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Aventura Private Wealth held 35 shares of HubSpot worth $6.39K as of Q2 2026.
  • Aventura Private Wealth sold 3 HubSpot shares in Q2 2026, an estimated $627.
  • HubSpot made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #665 holding.
  • Aventura Private Wealth first reported a position in HubSpot in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's HubSpot position peaked at $132K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.