EWP
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Elevation Wealth Partners’s HubSpot HUBS Stock Holding History

Elevation 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 		$35.9K Buy
175
+70
+67% +$15.8K 0.01% 479
2026
Q2 		$19.2K Buy
105
+53
+102% +$11.1K 0.01% 606
2026
Q1 		$12.7K Buy
+52
New +$14.6K ﹤0.01% 465

Other funds holding HUBS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Elevation Wealth Partners increased its HubSpot (HUBS) stake by 67% in Q3 2026, buying an estimated $15.8K and bringing the position to 175 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #479.

Elevation Wealth Partners first reported a position in HUBS in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Elevation Wealth Partners held 175 shares of HubSpot worth $35.9K as of Q3 2026.
  • Elevation Wealth Partners bought 70 HubSpot shares in Q3 2026, an estimated $15.8K.
  • HubSpot made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #479 holding.
  • Elevation Wealth Partners first reported a position in HubSpot in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.