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Circle Wealth Management’s HubSpot HUBS Stock Holding History

Circle 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 		– Sell
-3,629
Closed -$886K – 267
2026
Q1 		$886K Buy
3,629
+507
+16% +$142K 0.01% 152
2025
Q4 		$1.25M Buy
3,122
+446
+17% +$185K 0.02% 114
2025
Q3 		$1.25M Sell
2,676
-482
-15% -$242K 0.02% 106
2025
Q2 		$1.76M Buy
3,158
+206
+7% +$121K 0.04% 91
2025
Q1 		$1.69M Hold
2,952
– – 0.04% 82
2024
Q4 		$2.06M Buy
2,952
+252
+9% +$162K 0.04% 69
2024
Q3 		$1.44M Buy
2,700
+1,339
+98% +$672K 0.03% 91
2024
Q2 		$803K Buy
+1,361
New +$835K 0.02% 119

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

Circle Wealth Management's HUBS Position: Q2 2026 in Review

Circle Wealth Management sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 3,629 shares — an estimated $886K sold.

Circle Wealth Management first reported a position in HUBS in Q2 2024 and held it in 8 quarters. The position peaked at $2.06M in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Circle Wealth Management reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 3,629 HubSpot shares in Q2 2026, an estimated $886K.
  • Circle Wealth Management first reported a position in HubSpot in Q2 2024 and held it in 8 quarters.
  • Circle Wealth Management's HubSpot position peaked at $2.06M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.