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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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Circle Wealth Management increased its HubSpot (HUBS) stake by 16% in Q1 2026, buying an estimated $142K and bringing the position to 3,629 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #152.

Circle Wealth Management first reported a position in HUBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Circle Wealth Management held 3,629 shares of HubSpot worth $886K as of Q1 2026.
  • Circle Wealth Management bought 507 HubSpot shares in Q1 2026, an estimated $142K.
  • HubSpot made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Circle Wealth Management first reported a position in HubSpot in Q2 2024 and has held it in 8 quarters since.
  • Circle Wealth Management's HubSpot position peaked at $2.06M in Q4 2024.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.