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Cornerstone Financial Management’s HubSpot HUBS Stock Holding History

Cornerstone Financial 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 		$2.19K Sell
12
-11
-48% -$2.3K ﹤0.01% 814
2026
Q1 		$5.61K Buy
23
+20
+667% +$5.61K 0.01% 450
2025
Q4 		$1.2K Buy
+3
New +$1.24K ﹤0.01% 859

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

Cornerstone Financial Management's HUBS Position: Q2 2026 in Review

Cornerstone Financial Management reduced its HubSpot (HUBS) stake by 48% in Q2 2026, selling an estimated $2.3K and leaving 12 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Cornerstone Financial Management first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.61K in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Cornerstone Financial Management held 12 shares of HubSpot worth $2.19K as of Q2 2026.
  • Cornerstone Financial Management sold 11 HubSpot shares in Q2 2026, an estimated $2.3K.
  • HubSpot made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #814 holding.
  • Cornerstone Financial Management first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's HubSpot position peaked at $5.61K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.