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Bartlett & Co Wealth Management’s HubSpot HUBS Stock Holding History

Bartlett & Co 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
-40
Closed -$9.9K – 1347
2026
Q1 		$9.9K Sell
40
-11
-22% -$3.09K ﹤0.01% 925
2025
Q4 		$20.5K Sell
51
-102
-67% -$42.3K ﹤0.01% 819
2025
Q3 		$71.6K Hold
153
– – ﹤0.01% 609
2025
Q2 		$85.2K Hold
153
– – ﹤0.01% 579
2025
Q1 		$87.4K Buy
153
+109
+248% +$76.5K ﹤0.01% 565
2024
Q4 		$30.7K Sell
44
-4
-8% -$2.57K ﹤0.01% 734
2024
Q3 		$25.5K Hold
48
– – ﹤0.01% 775
2024
Q2 		$28.3K Sell
48
-32
-40% -$19.6K ﹤0.01% 763
2024
Q1 		$50.1K Hold
80
– – ﹤0.01% 664
2023
Q4 		$47.1K Hold
80
– – ﹤0.01% 715
2023
Q3 		$39.4K Hold
80
– – ﹤0.01% 704
2023
Q2 		$42.6K Hold
80
– – ﹤0.01% 699
2023
Q1 		$34.3K Hold
80
– – ﹤0.01% 625
2022
Q4 		$23.1K Hold
80
– – ﹤0.01% 698
2022
Q3 		$21.6K Hold
80
– – ﹤0.01% 686
2022
Q2 		$24.1K Hold
80
– – ﹤0.01% 698
2022
Q1 		$38K Buy
+80
New +$38.8K ﹤0.01% 632
2021
Q4 		– Sell
-90
Closed -$60.8K – 610
2021
Q3 		$60.8K Sell
90
-2
-2% -$1.29K ﹤0.01% 479
2021
Q2 		$53.6K Sell
92
-10
-10% -$5.21K ﹤0.01% 495
2021
Q1 		$46.3K Hold
102
– – ﹤0.01% 550
2020
Q4 		$40.4K Buy
+102
New +$35.8K ﹤0.01% 564

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

Bartlett & Co Wealth Management's HUBS Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 40 shares — an estimated $9.9K sold.

Bartlett & Co Wealth Management first reported a position in HUBS in Q4 2020 and held it in 21 quarters. The position peaked at $87.4K in Q1 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 40 HubSpot shares in Q2 2026, an estimated $9.9K.
  • Bartlett & Co Wealth Management first reported a position in HubSpot in Q4 2020 and held it in 21 quarters.
  • Bartlett & Co Wealth Management's HubSpot position peaked at $87.4K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.