EWA
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EverSource Wealth Advisors’s HubSpot HUBS Stock Holding History

EverSource Wealth Advisors’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 		$185K Buy
1,011
+47
+5% +$9.83K 0.01% 1041
2026
Q1 		$235K Buy
964
+348
+56% +$97.6K 0.01% 963
2025
Q4 		$247K Sell
616
-73
-11% -$30.2K 0.01% 849
2025
Q3 		$322K Buy
689
+372
+117% +$187K 0.01% 694
2025
Q2 		$176K Sell
317
-45
-12% -$26.4K 0.01% 910
2025
Q1 		$207K Buy
362
+65
+22% +$45.6K 0.01% 648
2024
Q4 		$207K Sell
297
-94
-24% -$60.4K 0.01% 643
2024
Q3 		$208K Sell
391
-52
-12% -$26.1K 0.01% 543
2024
Q2 		$220K Buy
443
+154
+53% +$94.4K 0.01% 528
2024
Q1 		$175K Sell
289
-154
-35% -$92.5K 0.01% 533
2023
Q4 		$257K Buy
443
+2
+0.5% +$962 0.02% 379
2023
Q3 		$217K Sell
441
-6
-1% -$3.13K 0.02% 383
2023
Q2 		$238K Buy
447
+54
+14% +$25.3K 0.03% 366
2023
Q1 		$168K Sell
393
-40
-9% -$14.6K 0.02% 402
2022
Q4 		$125K Buy
433
+238
+122% +$67.5K 0.02% 448
2022
Q3 		$53K Sell
195
-120
-38% -$38.1K 0.01% 621
2022
Q2 		$94K Buy
315
+163
+107% +$59.5K 0.02% 388
2022
Q1 		$71K Sell
152
-103
-40% -$49.9K 0.02% 407
2021
Q4 		$168K Buy
+255
New +$193K 0.05% 248

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

EverSource Wealth Advisors's HUBS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its HubSpot (HUBS) stake by 4.9% in Q2 2026, buying an estimated $9.83K and bringing the position to 1,011 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1041.

EverSource Wealth Advisors first reported a position in HUBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $322K in Q3 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • EverSource Wealth Advisors held 1,011 shares of HubSpot worth $185K as of Q2 2026.
  • EverSource Wealth Advisors bought 47 HubSpot shares in Q2 2026, an estimated $9.83K.
  • HubSpot made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1041 holding.
  • EverSource Wealth Advisors first reported a position in HubSpot in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's HubSpot position peaked at $322K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.