Family Wealth Partners’s HubSpot HUBS Stock Holding History

Family 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 Q1	–	Sell	-510	Closed	-$205K	–	107
2025 Q4	$205K	Buy	+510	New	+$211K	0.07%	87

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Family Wealth Partners's HUBS Position: Q1 2026 in Review

Family Wealth Partners sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 510 shares — an estimated $205K sold.

Family Wealth Partners first reported a position in HUBS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Family Wealth Partners reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Family Wealth Partners sold 510 HubSpot shares in Q1 2026, an estimated $205K.
Family Wealth Partners first reported a position in HubSpot in Q4 2025 and held it in 1 quarter.
Family Wealth Partners's HubSpot position peaked at $205K in Q4 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Family Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.