PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s HubSpot HUBS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-4	Closed	-$1.65K	–	545
2025 Q4	$1.65K	Hold	4	–	–	﹤0.01%	480
2025 Q3	$1.92K	Sell	4 -72	-95%	-$36.2K	﹤0.01%	484
2025 Q2	$42.6K	Sell	76 -11	-13%	-$6.44K	0.01%	275
2025 Q1	$50K	Buy	87 +23	+36%	+$16.1K	0.02%	260
2024 Q4	$44.9K	Buy	+64	New	+$41.1K	0.02%	270

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HUBS Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 4 shares — an estimated $1.65K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HUBS in Q4 2024 and held it in 5 quarters. The position peaked at $50K in Q1 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4 HubSpot shares in Q1 2026, an estimated $1.65K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HubSpot in Q4 2024 and held it in 5 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HubSpot position peaked at $50K in Q1 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.