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Copia Wealth Management’s HubSpot HUBS Stock Holding History

Copia 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 		$1.64K Hold
9
– – ﹤0.01% 483
2026
Q1 		$2.2K Sell
9
-12
-57% -$3.37K ﹤0.01% 431
2025
Q4 		$8.43K Buy
21
+4
+24% +$1.66K 0.01% 338
2025
Q3 		$7.95K Buy
17
+3
+21% +$1.51K 0.01% 331
2025
Q2 		$7.79K Buy
14
+3
+27% +$1.76K 0.01% 311
2025
Q1 		$6.28K Buy
+11
New +$7.72K 0.01% 322

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

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

Copia Wealth Management held its HubSpot (HUBS) position steady in Q2 2026 at 9 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Copia Wealth Management first reported a position in HUBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.43K in Q4 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Copia Wealth Management held 9 shares of HubSpot worth $1.64K as of Q2 2026.
  • Copia Wealth Management left its HubSpot share count unchanged in Q2 2026.
  • HubSpot made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Copia Wealth Management first reported a position in HubSpot in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's HubSpot position peaked at $8.43K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.