Bogart Wealth LLC’s HubSpot HUBS Stock Holding History

Bogart Wealth LLC’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	$8.39K	Buy	46 +31	+207%	+$6.48K	﹤0.01%	1048
2026 Q1	$3.66K	Buy	15 +5	+50%	+$1.4K	﹤0.01%	1140
2025 Q4	$4.01K	Sell	10 -15	-60%	-$6.21K	﹤0.01%	1053
2025 Q3	$11.7K	Buy	25 +1	+4%	+$503	﹤0.01%	801
2025 Q2	$13.4K	Sell	24 -1	-4%	-$586	﹤0.01%	726
2025 Q1	$14.3K	Buy	25 +17	+213%	+$11.9K	﹤0.01%	668
2024 Q4	$5.57K	Hold	8	–	–	﹤0.01%	858
2024 Q3	$4.25K	Hold	8	–	–	﹤0.01%	863
2024 Q2	$4.72K	Hold	8	–	–	﹤0.01%	801
2024 Q1	$5.01K	Hold	8	–	–	﹤0.01%	769
2023 Q4	$4.64K	Hold	8	–	–	﹤0.01%	762
2023 Q3	$3.94K	Hold	8	–	–	﹤0.01%	775
2023 Q2	$4.26K	Hold	8	–	–	﹤0.01%	747
2023 Q1	$3.43K	Buy	+8	New	+$2.92K	﹤0.01%	807
2022 Q3	–	Sell	-12	Closed	-$4K	–	1057
2022 Q2	$4K	Buy	+12	New	+$4.38K	﹤0.01%	674

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Bogart Wealth LLC's HUBS Position: Q2 2026 in Review

Bogart Wealth LLC increased its HubSpot (HUBS) stake by 207% in Q2 2026, buying an estimated $6.48K and bringing the position to 46 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Bogart Wealth LLC first reported a position in HUBS in Q2 2022 and has held it in 15 quarters since. The position peaked at $14.3K in Q1 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Bogart Wealth LLC held 46 shares of HubSpot worth $8.39K as of Q2 2026.
Bogart Wealth LLC bought 31 HubSpot shares in Q2 2026, an estimated $6.48K.
HubSpot made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1048 holding.
Bogart Wealth LLC first reported a position in HubSpot in Q2 2022 and has held it in 15 quarters since.
Bogart Wealth LLC's HubSpot position peaked at $14.3K in Q1 2025.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.