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Basecamp Wealth Advisors’s HubSpot HUBS Stock Holding History

Basecamp Wealth 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
Q2 		$71.4K Sell
391
-44
-10% -$9.2K 0.01% 455
2026
Q1 		$106K Buy
435
+68
+19% +$19.1K 0.02% 382
2025
Q4 		$147K Buy
+367
New +$152K 0.03% 300

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

Basecamp Wealth Advisors's HUBS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its HubSpot (HUBS) stake by 10% in Q2 2026, selling an estimated $9.2K and leaving 391 shares worth $71.4K. The position accounts for 0.01% of the portfolio, ranked #455.

Basecamp Wealth Advisors first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $147K in Q4 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Basecamp Wealth Advisors held 391 shares of HubSpot worth $71.4K as of Q2 2026.
  • Basecamp Wealth Advisors sold 44 HubSpot shares in Q2 2026, an estimated $9.2K.
  • HubSpot made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #455 holding.
  • Basecamp Wealth Advisors first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's HubSpot position peaked at $147K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.