Curated Wealth Partners’s HubSpot HUBS Stock Holding History

Curated 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 Q3	$289K	Buy	+1,409	New	+$318K	0.02%	434

Other funds holding HUBS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

RWM

Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

Curated Wealth Partners's HUBS Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in HubSpot (HUBS) in Q3 2026: 1,409 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

43 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Curated Wealth Partners held 1,409 shares of HubSpot worth $289K as of Q3 2026.
HubSpot was a new Curated Wealth Partners position in Q3 2026.
HubSpot made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #434 holding.
43 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.