Hazlett, Burt & Watson’s HubSpot HUBS Stock Holding History

Hazlett, Burt & Watson’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	$2K	Sell	13 -51	-80%	-$10.7K	﹤0.01%	848
2026 Q1	$15K	Hold	64	–	–	﹤0.01%	632
2025 Q4	$25K	Sell	64 -46	-42%	-$19.1K	0.01%	563
2025 Q3	$51K	Sell	110 -4	-4%	-$2.01K	0.02%	419
2025 Q2	$62K	Sell	114 -10	-8%	-$5.86K	0.03%	345
2025 Q1	$70K	Hold	124	–	–	0.03%	317
2024 Q4	$87K	Buy	124 +4	+3%	+$2.57K	0.04%	292
2024 Q3	$64K	Sell	120 -33	-22%	-$16.6K	0.03%	326
2024 Q2	$91K	Buy	153 +25	+20%	+$15.3K	0.05%	276
2024 Q1	$80K	Buy	128 +35	+38%	+$21K	0.05%	269
2023 Q4	$55K	Buy	93 +21	+29%	+$10.1K	0.04%	291
2023 Q3	$35K	Hold	72	–	–	0.03%	349
2023 Q2	$38K	Hold	72	–	–	0.03%	340
2023 Q1	$31K	Hold	72	–	–	0.03%	342
2022 Q4	$21K	Buy	+72	New	+$20.4K	0.02%	381

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

Hazlett, Burt & Watson's HUBS Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its HubSpot (HUBS) stake by 80% in Q2 2026, selling an estimated $10.7K and leaving 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Hazlett, Burt & Watson first reported a position in HUBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $91K in Q2 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Hazlett, Burt & Watson held 13 shares of HubSpot worth $2K as of Q2 2026.
Hazlett, Burt & Watson sold 51 HubSpot shares in Q2 2026, an estimated $10.7K.
HubSpot made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #848 holding.
Hazlett, Burt & Watson first reported a position in HubSpot in Q4 2022 and has held it in 15 quarters since.
Hazlett, Burt & Watson's HubSpot position peaked at $91K in Q2 2024.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.