Cabot Wealth Management’s HubSpot HUBS Stock Holding History

Cabot 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 Q1	–	Sell	-2,253	Closed	-$904K	–	142
2025 Q4	$904K	Sell	2,253 -1,627	-42%	-$674K	0.1%	97
2025 Q3	$1.82M	Sell	3,880 -2,524	-39%	-$1.27M	0.2%	84
2025 Q2	$3.56M	Buy	6,404 +31	+0.5%	+$18.2K	0.42%	64
2025 Q1	$3.64M	Buy	6,373 +11	+0.2%	+$7.72K	0.46%	58
2024 Q4	$4.43M	Buy	6,362 +3,125	+97%	+$2.01M	0.56%	52
2024 Q3	$1.72M	Buy	+3,237	New	+$1.63M	0.22%	85

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cabot Wealth Management's HUBS Position: Q1 2026 in Review

Cabot Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 2,253 shares — an estimated $904K sold.

Cabot Wealth Management first reported a position in HUBS in Q3 2024 and held it in 6 quarters. The position peaked at $4.43M in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Cabot Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Cabot Wealth Management sold 2,253 HubSpot shares in Q1 2026, an estimated $904K.
Cabot Wealth Management first reported a position in HubSpot in Q3 2024 and held it in 6 quarters.
Cabot Wealth Management's HubSpot position peaked at $4.43M in Q4 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.