Halbert Hargrove Global Advisors’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252 Buy
+1
New +$209 ﹤0.01% 620
2025
Q4
Sell
-8
Closed -$3.74K 545
2025
Q3
$3.74K Buy
+8
New +$4.03K ﹤0.01% 461

Other funds holding HUBS

Halbert Hargrove Global Advisors's HUBS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in HubSpot (HUBS) in Q2 2026: 1 share worth $252. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in HUBS as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in HUBS in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.74K in Q3 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of HubSpot worth $252 as of Q2 2026.
  • HubSpot was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • HubSpot made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #620 holding.
  • Halbert Hargrove Global Advisors first reported a position in HubSpot in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's HubSpot position peaked at $3.74K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.