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HB Wealth Management’s HubSpot HUBS Stock Holding History

HB 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
Q2 		$471K Sell
2,581
-134
-5% -$28K ﹤0.01% 1136
2026
Q1 		$663K Buy
2,715
+1,547
+132% +$434K ﹤0.01% 841
2025
Q4 		$469K Buy
1,168
+65
+6% +$26.9K ﹤0.01% 930
2025
Q3 		$516K Buy
1,103
+307
+39% +$154K ﹤0.01% 840
2025
Q2 		$443K Sell
796
-273
-26% -$160K ﹤0.01% 787
2025
Q1 		$611K Buy
1,069
+288
+37% +$202K 0.01% 703
2024
Q4 		$544K Sell
781
-63
-7% -$40.5K 0.01% 591
2024
Q3 		$449K Buy
844
+146
+21% +$73.3K ﹤0.01% 622
2024
Q2 		$412K Sell
698
-194
-22% -$119K ﹤0.01% 604
2024
Q1 		$559K Buy
892
+330
+59% +$198K 0.01% 465
2023
Q4 		$326K Buy
562
+19
+3% +$9.14K ﹤0.01% 583
2023
Q3 		$267K Buy
543
+35
+7% +$18.3K ﹤0.01% 597
2023
Q2 		$270K Sell
508
-171
-25% -$80.1K ﹤0.01% 579
2023
Q1 		$291K Buy
+679
New +$248K 0.01% 541

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
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

HB Wealth Management's HUBS Position: Q2 2026 in Review

HB Wealth Management reduced its HubSpot (HUBS) stake by 4.9% in Q2 2026, selling an estimated $28K and leaving 2,581 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

HB Wealth Management first reported a position in HUBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $663K in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • HB Wealth Management held 2,581 shares of HubSpot worth $471K as of Q2 2026.
  • HB Wealth Management sold 134 HubSpot shares in Q2 2026, an estimated $28K.
  • HubSpot made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1136 holding.
  • HB Wealth Management first reported a position in HubSpot in Q1 2023 and has held it in 14 quarters since.
  • HB Wealth Management's HubSpot position peaked at $663K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.