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Aviso Wealth Management’s HubSpot HUBS Stock Holding History

Aviso 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
Q1 		– Sell
-1,057
Closed -$424K – 144
2025
Q4 		$424K Sell
1,057
-154
-13% -$63.8K 0.18% 105
2025
Q3 		$566K Sell
1,211
-96
-7% -$48.3K 0.25% 87
2025
Q2 		$727K Sell
1,307
-46
-3% -$26.9K 0.34% 71
2025
Q1 		$773K Sell
1,353
-361
-21% -$253K 0.41% 65
2024
Q4 		$1.19M Sell
1,714
-48
-3% -$30.9K 0.61% 44
2024
Q3 		$936K Buy
1,762
+367
+26% +$184K 0.51% 53
2024
Q2 		$823K Buy
1,395
+6
+0.4% +$3.68K 0.49% 54
2024
Q1 		$870K Buy
1,389
+55
+4% +$33.1K 0.55% 48
2023
Q4 		$774K Buy
+1,334
New +$642K 0.56% 45

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Wealth Management's HUBS Position: Q1 2026 in Review

Aviso Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1,057 shares — an estimated $424K sold.

Aviso Wealth Management first reported a position in HUBS in Q4 2023 and held it in 9 quarters. The position peaked at $1.19M in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Aviso Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 1,057 HubSpot shares in Q1 2026, an estimated $424K.
  • Aviso Wealth Management first reported a position in HubSpot in Q4 2023 and held it in 9 quarters.
  • Aviso Wealth Management's HubSpot position peaked at $1.19M in Q4 2024.
  • 676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.