Cornerstone Planning Group’s HubSpot HUBS Stock Holding History

Cornerstone Planning Group’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	$205	Sell	1 -10	-91%	-$2.09K	﹤0.01%	1802
2026 Q1	$2.71K	Buy	11 +8	+267%	+$2.24K	﹤0.01%	1232
2025 Q4	$951	Sell	3 -9	-75%	-$3.73K	﹤0.01%	1360
2025 Q3	$5.73K	Sell	12 -4	-25%	-$2.01K	﹤0.01%	919
2025 Q2	$7.88K	Sell	16 -1	-6%	-$586	﹤0.01%	614
2025 Q1	$9.62K	Buy	17 +5	+42%	+$3.51K	﹤0.01%	577
2024 Q4	$9.1K	Hold	12	–	–	﹤0.01%	444
2024 Q3	$6.76K	Hold	12	–	–	﹤0.01%	504
2024 Q2	$5.47K	Hold	12	–	–	﹤0.01%	556
2024 Q1	$7.2K	Sell	12 -20	-63%	-$12K	﹤0.01%	462
2023 Q4	$18.6K	Buy	32 +15	+88%	+$7.22K	0.01%	325
2023 Q3	$8.37K	Buy	17 +2	+13%	+$1.04K	﹤0.01%	461
2023 Q2	$7.98K	Buy	+15	New	+$7.03K	﹤0.01%	743
2022 Q4	$4.68K	Buy	+15	New	+$4.25K	﹤0.01%	927

Other funds holding HUBS

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's HUBS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its HubSpot (HUBS) stake by 91% in Q2 2026, selling an estimated $2.09K and leaving 1 share worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Cornerstone Planning Group first reported a position in HUBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.6K in Q4 2023. 285 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Cornerstone Planning Group held 1 share of HubSpot worth $205 as of Q2 2026.
Cornerstone Planning Group sold 10 HubSpot shares in Q2 2026, an estimated $2.09K.
HubSpot made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1802 holding.
Cornerstone Planning Group first reported a position in HubSpot in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's HubSpot position peaked at $18.6K in Q4 2023.
285 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.