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Avior Wealth Management’s HubSpot HUBS Stock Holding History

Avior 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 		– Sell
-1,163
Closed -$284K – 839
2026
Q1 		$284K Buy
1,163
+402
+53% +$113K 0.01% 704
2025
Q4 		$305K Buy
+761
New +$315K 0.01% 610
2025
Q1 		– Sell
-10
Closed -$6.97K – 1464
2024
Q4 		$6.97K Buy
10
+5
+100% +$3.21K ﹤0.01% 1750
2024
Q3 		$2.66K Hold
5
– – ﹤0.01% 1928
2024
Q2 		$2.95K Sell
5
-220
-98% -$135K ﹤0.01% 1867
2024
Q1 		$141K Buy
+225
New +$135K 0.01% 821
2023
Q3 		– Sell
-837
Closed -$445K – 1633
2023
Q2 		$445K Sell
837
-375
-31% -$176K 0.03% 371
2023
Q1 		$520K Hold
1,212
– – 0.04% 334
2022
Q4 		$350K Hold
1,212
– – 0.03% 379
2022
Q3 		$327K Buy
1,212
+17
+1% +$5.4K 0.03% 371
2022
Q2 		$359K Hold
1,195
– – 0.04% 321
2022
Q1 		$567K Sell
1,195
-206
-15% -$99.8K 0.05% 268
2021
Q4 		$923K Sell
1,401
-135
-9% -$102K 0.08% 215
2021
Q3 		$1.04M Hold
1,536
– – 0.09% 182
2021
Q2 		$895K Sell
1,536
-604
-28% -$315K 0.09% 196
2021
Q1 		$972K Sell
2,140
-533
-20% -$234K 0.1% 180
2020
Q4 		$1.06M Sell
2,673
-7
-0.3% -$2.46K 0.13% 147
2020
Q3 		$783K Buy
2,680
+170
+7% +$44.6K 0.11% 167
2020
Q2 		$563K Sell
2,510
-660
-21% -$119K 0.09% 209
2020
Q1 		$422K Hold
3,170
– – 0.08% 224
2019
Q4 		$502K Buy
3,170
+1,090
+52% +$167K 0.08% 224
2019
Q3 		$315K Buy
+2,080
New +$374K 0.06% 290

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

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

Avior Wealth Management sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 1,163 shares — an estimated $284K sold.

Avior Wealth Management first reported a position in HUBS in Q3 2019 and held it in 22 quarters. The position peaked at $1.06M in Q4 2020. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Avior Wealth Management reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,163 HubSpot shares in Q2 2026, an estimated $284K.
  • Avior Wealth Management first reported a position in HubSpot in Q3 2019 and held it in 22 quarters.
  • Avior Wealth Management's HubSpot position peaked at $1.06M in Q4 2020.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.