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B.O.S.S. Retirement Advisors’s HubSpot HUBS Stock Holding History

B.O.S.S. Retirement Advisors’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
-656
Closed -$263K – 185
2025
Q4 		$263K Sell
656
-912
-58% -$378K 0.08% 146
2025
Q3 		$734K Sell
1,568
-116
-7% -$58.4K 0.18% 102
2025
Q2 		$937K Sell
1,684
-121
-7% -$70.9K 0.24% 83
2025
Q1 		$1.03M Sell
1,805
-148
-8% -$104K 0.3% 68
2024
Q4 		$1.36M Buy
+1,953
New +$1.26M 0.38% 60
2024
Q1 		– Sell
-3,661
Closed -$2.13M – 171
2023
Q4 		$2.13M Buy
3,661
+87
+2% +$41.9K 0.41% 74
2023
Q3 		$1.76M Buy
3,574
+134
+4% +$70K 0.38% 89
2023
Q2 		$1.83M Buy
3,440
+60
+2% +$28.1K 0.39% 92
2023
Q1 		$1.45M Buy
3,380
+86
+3% +$31.4K 0.34% 119
2022
Q4 		$952K Buy
+3,294
New +$934K 0.24% 141

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's HUBS Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 656 shares — an estimated $263K sold.

B.O.S.S. Retirement Advisors first reported a position in HUBS in Q4 2022 and held it in 10 quarters. The position peaked at $2.13M in Q4 2023. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 656 HubSpot shares in Q1 2026, an estimated $263K.
  • B.O.S.S. Retirement Advisors first reported a position in HubSpot in Q4 2022 and held it in 10 quarters.
  • B.O.S.S. Retirement Advisors's HubSpot position peaked at $2.13M in Q4 2023.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.