Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s HubSpot HUBS Stock Holding History

Carson Wealth (CWM 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
Q1 		$9.84M Buy
40,320
+13,352
+50% +$3.75M 0.03% 564
2025
Q4 		$10.8M Buy
26,968
+6,448
+31% +$2.67M 0.03% 499
2025
Q3 		$9.6M Buy
20,520
+14,060
+218% +$7.07M 0.03% 480
2025
Q2 		$3.6M Sell
6,460
-2,521
-28% -$1.48M 0.01% 698
2025
Q1 		$5.13M Buy
8,981
+2,899
+48% +$2.03M 0.02% 524
2024
Q4 		$4.24M Buy
6,082
+1,719
+39% +$1.11M 0.02% 514
2024
Q3 		$2.32M Buy
4,363
+1,972
+82% +$990K 0.01% 653
2024
Q2 		$1.41M Buy
2,391
+1,148
+92% +$704K 0.01% 747
2024
Q1 		$779K Buy
1,243
+550
+79% +$331K ﹤0.01% 960
2023
Q4 		$402K Buy
693
+77
+13% +$37K ﹤0.01% 1141
2023
Q3 		$303K Buy
616
+178
+41% +$93K ﹤0.01% 1150
2023
Q2 		$233K Buy
438
+24
+6% +$11.2K ﹤0.01% 1197
2023
Q1 		$178K Sell
414
-2
-0.5% -$730 ﹤0.01% 1234
2022
Q4 		$120K Buy
416
+70
+20% +$19.8K ﹤0.01% 1299
2022
Q3 		$93K Buy
346
+142
+70% +$45.1K ﹤0.01% 1369
2022
Q2 		$61K Sell
204
-15
-7% -$5.48K ﹤0.01% 1537
2022
Q1 		$104K Buy
219
+89
+68% +$43.1K ﹤0.01% 1313
2021
Q4 		$86K Buy
+130
New +$98.3K ﹤0.01% 1350
2021
Q2 		$86K Hold
148
– – ﹤0.01% 1189
2021
Q1 		$86K Hold
148
– – ﹤0.01% 1189
2020
Q4 		$86K Hold
148
– – ﹤0.01% 1189
2020
Q3 		$86K Hold
148
– – ﹤0.01% 1189
2020
Q2 		$86K Hold
148
– – ﹤0.01% 1189
2020
Q1 		$86K Hold
148
– – ﹤0.01% 1189
2019
Q4 		$86K Hold
148
– – ﹤0.01% 1189
2019
Q3 		$86K Hold
148
– – ﹤0.01% 1189
2019
Q2 		$86K Hold
148
– – ﹤0.01% 1189
2019
Q1 		$86K Sell
148
-168
-53% -$26.6K ﹤0.01% 1189
2018
Q4 		$40K Buy
+316
New +$41.4K ﹤0.01% 926

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HUBS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its HubSpot (HUBS) stake by 50% in Q1 2026, buying an estimated $3.75M and bringing the position to 40,320 shares worth $9.84M. The position accounts for 0.03% of the portfolio, ranked #564.

Carson Wealth (CWM LLC) first reported a position in HUBS in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.8M in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,320 shares of HubSpot worth $9.84M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,352 HubSpot shares in Q1 2026, an estimated $3.75M.
  • HubSpot made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #564 holding.
  • Carson Wealth (CWM LLC) first reported a position in HubSpot in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s HubSpot position peaked at $10.8M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.