Corient Private Wealth
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Corient Private Wealth’s HubSpot HUBS Stock Holding History

Corient Private Wealth’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 		$667K Sell
3,657
-1,003
-22% -$210K ﹤0.01% 2033
2026
Q1 		$1.13M Sell
4,660
-1,261
-21% -$354K ﹤0.01% 1594
2025
Q4 		$2.38M Buy
5,921
+3,814
+181% +$1.58M ﹤0.01% 1435
2025
Q3 		$986K Sell
2,107
-369
-15% -$186K ﹤0.01% 1429
2025
Q2 		$1.36M Sell
2,476
-315
-11% -$184K ﹤0.01% 1218
2025
Q1 		$1.59M Buy
2,791
+215
+8% +$151K ﹤0.01% 1070
2024
Q4 		$1.8M Sell
2,576
-48
-2% -$30.9K ﹤0.01% 1042
2024
Q3 		$1.39M Buy
2,624
+377
+17% +$189K ﹤0.01% 1255
2024
Q2 		$1.33M Buy
2,247
+58
+3% +$35.6K ﹤0.01% 1215
2024
Q1 		$1.37M Buy
2,189
+146
+7% +$87.7K ﹤0.01% 1201
2023
Q4 		$1.19M Sell
2,043
-116
-5% -$55.8K ﹤0.01% 1223
2023
Q3 		$1.06M Buy
2,159
+495
+30% +$259K ﹤0.01% 1167
2023
Q2 		$885K Sell
1,664
-287
-15% -$135K ﹤0.01% 1203
2023
Q1 		$836K Buy
1,951
+603
+45% +$220K ﹤0.01% 1160
2022
Q4 		$397K Buy
+1,348
New +$382K ﹤0.01% 1230

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

Corient Private Wealth's HUBS Position: Q2 2026 in Review

Corient Private Wealth reduced its HubSpot (HUBS) stake by 22% in Q2 2026, selling an estimated $210K and leaving 3,657 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Corient Private Wealth first reported a position in HUBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q4 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Corient Private Wealth held 3,657 shares of HubSpot worth $667K as of Q2 2026.
  • Corient Private Wealth sold 1,003 HubSpot shares in Q2 2026, an estimated $210K.
  • HubSpot made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2033 holding.
  • Corient Private Wealth first reported a position in HubSpot in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's HubSpot position peaked at $2.38M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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