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Bell Investment Advisors’s HubSpot HUBS Stock Holding History

Bell Investment 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 		$11.1K Buy
61
+26
+74% +$5.44K ﹤0.01% 672
2026
Q1 		$8.54K Sell
35
-10
-22% -$2.81K ﹤0.01% 742
2025
Q4 		$18.1K Buy
45
+3
+7% +$1.24K ﹤0.01% 478
2025
Q3 		$19.6K Sell
42
-2
-5% -$1.01K ﹤0.01% 414
2025
Q2 		$24.5K Hold
44
– – ﹤0.01% 374
2025
Q1 		$25.1K Hold
44
– – ﹤0.01% 335
2024
Q4 		$30.7K Sell
44
-1
-2% -$643 0.01% 291
2024
Q3 		$23.9K Sell
45
-2
-4% -$1K ﹤0.01% 354
2024
Q2 		$27.7K Buy
47
+2
+4% +$1.23K 0.01% 321
2024
Q1 		$28.2K Buy
45
+1
+2% +$601 0.01% 312
2023
Q4 		$25.5K Sell
44
-1
-2% -$481 0.01% 299
2023
Q3 		$22.2K Buy
45
+2
+5% +$1.04K 0.01% 294
2023
Q2 		$22.9K Sell
43
-1
-2% -$469 0.01% 289
2023
Q1 		$18.9K Hold
44
– – ﹤0.01% 316
2022
Q4 		$12.7K Buy
44
+13
+42% +$3.69K ﹤0.01% 408
2022
Q3 		$8K Sell
31
-1
-3% -$318 ﹤0.01% 488
2022
Q2 		$10K Buy
+32
New +$11.7K ﹤0.01% 426
2021
Q4 		$24K Buy
36
+3
+9% +$2.27K 0.01% 274
2021
Q3 		$22K Buy
+33
New +$21.3K 0.01% 265

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

Bell Investment Advisors's HUBS Position: Q2 2026 in Review

Bell Investment Advisors increased its HubSpot (HUBS) stake by 74% in Q2 2026, buying an estimated $5.44K and bringing the position to 61 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Bell Investment Advisors first reported a position in HUBS in Q3 2021 and has held it in 19 quarters since. The position peaked at $30.7K in Q4 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Bell Investment Advisors held 61 shares of HubSpot worth $11.1K as of Q2 2026.
  • Bell Investment Advisors bought 26 HubSpot shares in Q2 2026, an estimated $5.44K.
  • HubSpot made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #672 holding.
  • Bell Investment Advisors first reported a position in HubSpot in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's HubSpot position peaked at $30.7K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.