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Clearstead Advisors’s HubSpot HUBS Stock Holding History

Clearstead Advisors’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 		$128K Buy
704
+469
+200% +$98.1K ﹤0.01% 1215
2026
Q1 		$57.4K Sell
235
-35
-13% -$9.82K ﹤0.01% 1251
2025
Q4 		$108K Sell
270
-197
-42% -$81.6K ﹤0.01% 1105
2025
Q3 		$218K Buy
467
+84
+22% +$42.3K ﹤0.01% 861
2025
Q2 		$213K Buy
383
+46
+14% +$26.9K ﹤0.01% 877
2025
Q1 		$193K Buy
337
+61
+22% +$42.8K ﹤0.01% 849
2024
Q4 		$192K Sell
276
-1
-0.4% -$643 ﹤0.01% 872
2024
Q3 		$147K Sell
277
-41
-13% -$20.6K ﹤0.01% 936
2024
Q2 		$188K Buy
318
+100
+46% +$61.3K ﹤0.01% 838
2024
Q1 		$130K Buy
218
+5
+2% +$3K 0.01% 551
2023
Q4 		$124K Buy
213
+55
+35% +$26.5K 0.01% 548
2023
Q3 		$77.8K Sell
158
-139
-47% -$72.6K ﹤0.01% 610
2023
Q2 		$158K Buy
297
+25
+9% +$11.7K 0.01% 465
2023
Q1 		$117K Buy
272
+130
+92% +$47.4K 0.01% 484
2022
Q4 		$41.1K Hold
142
– – ﹤0.01% 654
2022
Q3 		$38K Hold
142
– – ﹤0.01% 660
2022
Q2 		$43K Hold
142
– – ﹤0.01% 648
2022
Q1 		$67K Hold
142
– – ﹤0.01% 634
2021
Q4 		$94K Sell
142
-106
-43% -$80.2K 0.01% 539
2021
Q3 		$168K Hold
248
– – 0.01% 398
2021
Q2 		$145K Hold
248
– – 0.01% 388
2021
Q1 		$113K Hold
248
– – 0.01% 417
2020
Q4 		$98K Hold
248
– – 0.01% 417
2020
Q3 		$72K Buy
248
+5
+2% +$1.31K 0.01% 411
2020
Q2 		$55K Hold
243
– – 0.01% 423
2020
Q1 		$32K Buy
+243
New +$40.4K ﹤0.01% 454

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

Clearstead Advisors's HUBS Position: Q2 2026 in Review

Clearstead Advisors increased its HubSpot (HUBS) stake by 200% in Q2 2026, buying an estimated $98.1K and bringing the position to 704 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Clearstead Advisors first reported a position in HUBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $218K in Q3 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Clearstead Advisors held 704 shares of HubSpot worth $128K as of Q2 2026.
  • Clearstead Advisors bought 469 HubSpot shares in Q2 2026, an estimated $98.1K.
  • HubSpot made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1215 holding.
  • Clearstead Advisors first reported a position in HubSpot in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's HubSpot position peaked at $218K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.