Cary Street Partners Investment Advisory’s HubSpot HUBS Stock Holding History

Cary Street Partners Investment Advisory’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	-83	Closed	-$33.3K	–	705
2025 Q4	$33.3K	Buy	+83	New	+$34.4K	0.01%	556
2023 Q4	–	Sell	-234	Closed	-$115K	–	1146
2023 Q3	$115K	Buy	234 +5	+2%	+$2.61K	0.01%	672
2023 Q2	$122K	Buy	229 +210	+1,105%	+$98.4K	0.01%	625
2023 Q1	$8.15K	Hold	19	–	–	﹤0.01%	1201
2022 Q4	$5.49K	Buy	+19	New	+$5.39K	﹤0.01%	1309

Other funds holding HUBS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Cary Street Partners Investment Advisory's HUBS Position: Q1 2026 in Review

Cary Street Partners Investment Advisory sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 83 shares — an estimated $33.3K sold.

Cary Street Partners Investment Advisory first reported a position in HUBS in Q4 2022 and held it in 5 quarters. The position peaked at $122K in Q2 2023. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Cary Street Partners Investment Advisory reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 83 HubSpot shares in Q1 2026, an estimated $33.3K.
Cary Street Partners Investment Advisory first reported a position in HubSpot in Q4 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's HubSpot position peaked at $122K in Q2 2023.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.