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Avion Wealth’s HubSpot HUBS Stock Holding History

Avion 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 		$6K Buy
33
+10
+43% +$2.09K ﹤0.01% 737
2026
Q1 		$5K Buy
23
+20
+667% +$5.61K ﹤0.01% 668
2025
Q4 		$1K Sell
3
-4
-57% -$1.66K ﹤0.01% 1045
2025
Q3 		$3K Sell
7
-5
-42% -$2.52K ﹤0.01% 755
2025
Q2 		$6K Buy
12
+7
+140% +$4.1K ﹤0.01% 580
2025
Q1 		$3K Hold
5
– – ﹤0.01% 643
2024
Q4 		$3K Hold
5
– – ﹤0.01% 641
2024
Q3 		$2K Hold
5
– – ﹤0.01% 685
2024
Q2 		$2K Buy
5
+2
+67% +$1.23K ﹤0.01% 616
2024
Q1 		$2K Sell
3
-2
-40% -$1.2K ﹤0.01% 693
2023
Q4 		$3K Hold
5
– – ﹤0.01% 489
2023
Q3 		$1K Hold
5
– – ﹤0.01% 651
2023
Q2 		$2K Buy
+5
New +$2.34K ﹤0.01% 473

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

Avion Wealth's HUBS Position: Q2 2026 in Review

Avion Wealth increased its HubSpot (HUBS) stake by 43% in Q2 2026, buying an estimated $2.09K and bringing the position to 33 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Avion Wealth first reported a position in HUBS in Q2 2023 and has held it in 13 quarters since. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Avion Wealth held 33 shares of HubSpot worth $6K as of Q2 2026.
  • Avion Wealth bought 10 HubSpot shares in Q2 2026, an estimated $2.09K.
  • HubSpot made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #737 holding.
  • Avion Wealth first reported a position in HubSpot in Q2 2023 and has held it in 13 quarters since.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.