Benedict Financial Advisors’s HubSpot HUBS Stock Holding History

Benedict Financial 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	-515	Closed	-$207K	–	135
2025 Q4	$207K	Hold	515	–	–	0.04%	132
2025 Q3	$241K	Hold	515	–	–	0.05%	125
2025 Q2	$287K	Hold	515	–	–	0.06%	118
2025 Q1	$294K	Hold	515	–	–	0.07%	117
2024 Q4	$359K	Hold	515	–	–	0.09%	108
2024 Q3	$274K	Hold	515	–	–	0.06%	115
2024 Q2	$304K	Hold	515	–	–	0.08%	114
2024 Q1	$323K	Hold	515	–	–	0.08%	114
2023 Q4	$299K	Hold	515	–	–	0.08%	113
2023 Q3	$254K	Hold	515	–	–	0.07%	116
2023 Q2	$274K	Hold	515	–	–	0.08%	111
2023 Q1	$221K	Buy	+515	New	+$188K	0.06%	114
2022 Q2	–	Sell	-515	Closed	-$245K	–	119
2022 Q1	$245K	Hold	515	–	–	0.07%	116
2021 Q4	$339K	Hold	515	–	–	0.09%	112
2021 Q3	$348K	Hold	515	–	–	0.1%	110
2021 Q2	$300K	Hold	515	–	–	0.08%	113
2021 Q1	$234K	Hold	515	–	–	0.07%	122
2020 Q4	$204K	Buy	+515	New	+$181K	0.07%	106

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benedict Financial Advisors's HUBS Position: Q1 2026 in Review

Benedict Financial Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 515 shares — an estimated $207K sold.

Benedict Financial Advisors first reported a position in HUBS in Q4 2020 and held it in 18 quarters. The position peaked at $359K in Q4 2024. 679 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Benedict Financial Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Benedict Financial Advisors sold 515 HubSpot shares in Q1 2026, an estimated $207K.
Benedict Financial Advisors first reported a position in HubSpot in Q4 2020 and held it in 18 quarters.
Benedict Financial Advisors's HubSpot position peaked at $359K in Q4 2024.
679 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Benedict Financial Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.