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Cassaday & Co Wealth Management’s HubSpot HUBS Stock Holding History

Cassaday & Co 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
Q2 		$1.46K Sell
8
-1
-11% -$209 ﹤0.01% 1052
2026
Q1 		$2.2K Buy
+9
New +$2.52K ﹤0.01% 1059

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

Cassaday & Co Wealth Management's HUBS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its HubSpot (HUBS) stake by 11% in Q2 2026, selling an estimated $209 and leaving 8 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Cassaday & Co Wealth Management first reported a position in HUBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.2K in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Cassaday & Co Wealth Management held 8 shares of HubSpot worth $1.46K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1 HubSpot share in Q2 2026, an estimated $209.
  • HubSpot made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1052 holding.
  • Cassaday & Co Wealth Management first reported a position in HubSpot in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's HubSpot position peaked at $2.2K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.