Concord Wealth Partners’s HubSpot HUBS Stock Holding History

Concord Wealth Partners’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	$2.92K	Buy	+16	New	+$3.35K	﹤0.01%	719
2026 Q1	–	Sell	-16	Closed	-$6.42K	–	454
2025 Q4	$6.42K	Hold	16	–	–	﹤0.01%	591
2025 Q3	$7.49K	Hold	16	–	–	﹤0.01%	573
2025 Q2	$8.91K	Hold	16	–	–	﹤0.01%	559
2025 Q1	$9.14K	Hold	16	–	–	﹤0.01%	519
2024 Q4	$11.1K	Hold	16	–	–	﹤0.01%	515
2024 Q3	$8.51K	Hold	16	–	–	﹤0.01%	568
2024 Q2	$9.44K	Hold	16	–	–	﹤0.01%	513
2024 Q1	$10K	Sell	16 -14	-47%	-$8.41K	﹤0.01%	570
2023 Q4	$17.4K	Hold	30	–	–	﹤0.01%	498
2023 Q3	$14.8K	Hold	30	–	–	﹤0.01%	562
2023 Q2	$16K	Hold	30	–	–	﹤0.01%	540
2023 Q1	$12.9K	Hold	30	–	–	﹤0.01%	555
2022 Q4	$8.67K	Buy	+30	New	+$8.5K	﹤0.01%	654
2022 Q3	–	Sell	-16	Closed	-$5K	–	584
2022 Q2	$5K	Hold	16	–	–	﹤0.01%	820
2022 Q1	$8K	Hold	16	–	–	﹤0.01%	819
2021 Q4	$11K	Buy	+16	New	+$12.1K	﹤0.01%	760

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Concord Wealth Partners's HUBS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in HubSpot (HUBS) in Q2 2026: 16 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HUBS as recently as Q4 2025.

Concord Wealth Partners first reported a position in HUBS in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.4K in Q4 2023. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Concord Wealth Partners held 16 shares of HubSpot worth $2.92K as of Q2 2026.
HubSpot was a new Concord Wealth Partners position in Q2 2026.
HubSpot made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #719 holding.
Concord Wealth Partners first reported a position in HubSpot in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's HubSpot position peaked at $17.4K in Q4 2023.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.