Fortis Capital Advisors’s HubSpot HUBS Stock Holding History

Fortis Capital 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	–	Sell	-4,367	Closed	-$1.07M	–	432
2026 Q1	$1.07M	Buy	+4,367	New	+$1.22M	0.14%	122
2025 Q2	–	Sell	-1,462	Closed	-$835K	–	254
2025 Q1	$835K	Buy	+1,462	New	+$1.03M	0.17%	108

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fortis Capital Advisors's HUBS Position: Q2 2026 in Review

Fortis Capital Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 4,367 shares — an estimated $1.07M sold.

Fortis Capital Advisors first reported a position in HUBS in Q1 2025 and held it in 2 quarters. The position peaked at $1.07M in Q1 2026. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Fortis Capital Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 4,367 HubSpot shares in Q2 2026, an estimated $1.07M.
Fortis Capital Advisors first reported a position in HubSpot in Q1 2025 and held it in 2 quarters.
Fortis Capital Advisors's HubSpot position peaked at $1.07M in Q1 2026.
598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.