Greenline Wealth Management’s HubSpot HUBS Stock Holding History

Greenline Wealth Management’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	-21	Closed	-$8.4K	–	279
2025 Q4	$8.4K	Buy	+21	New	+$8.7K	0.01%	345

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenline Wealth Management's HUBS Position: Q1 2026 in Review

Greenline Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 21 shares — an estimated $8.4K sold.

Greenline Wealth Management first reported a position in HUBS in Q4 2025 and held it in 1 quarter. The position peaked at $8.4K in Q4 2025. 679 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Greenline Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 21 HubSpot shares in Q1 2026, an estimated $8.4K.
Greenline Wealth Management first reported a position in HubSpot in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's HubSpot position peaked at $8.4K in Q4 2025.
679 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.