DWT
HUBS icon

Dorsey & Whitney Trust’s HubSpot HUBS Stock Holding History

Dorsey & Whitney Trust’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
Q1 		$241K Buy
+986
New +$277K 0.01% 633
2025
Q3 		– Sell
-368
Closed -$205K – 700
2025
Q2 		$205K Sell
368
-67
-15% -$39.2K 0.01% 652
2025
Q1 		$249K Sell
435
-24
-5% -$16.8K 0.01% 574
2024
Q4 		$320K Buy
459
+6
+1% +$3.86K 0.02% 502
2024
Q3 		$241K Buy
+453
New +$228K 0.01% 593

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorsey & Whitney Trust's HUBS Position: Q1 2026 in Review

Dorsey & Whitney Trust opened a new position in HubSpot (HUBS) in Q1 2026: 986 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Dorsey & Whitney Trust previously reported a position in HUBS as recently as Q2 2025.

Dorsey & Whitney Trust first reported a position in HUBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $320K in Q4 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Dorsey & Whitney Trust held 986 shares of HubSpot worth $241K as of Q1 2026.
  • HubSpot was a new Dorsey & Whitney Trust position in Q1 2026.
  • HubSpot made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #633 holding.
  • Dorsey & Whitney Trust first reported a position in HubSpot in Q3 2024 and has held it in 5 quarters since.
  • Dorsey & Whitney Trust's HubSpot position peaked at $320K in Q4 2024.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.