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HHM Wealth Advisors’s HubSpot HUBS Stock Holding History

HHM Wealth 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
-343
Closed -$83.7K – 929
2026
Q1 		$83.7K Hold
343
– – 0.01% 298
2025
Q4 		$138K Hold
343
– – 0.02% 231
2025
Q3 		$160K Sell
343
-2
-0.6% -$1.01K 0.02% 228
2025
Q2 		$192K Hold
345
– – 0.02% 207
2025
Q1 		$197K Hold
345
– – 0.03% 183
2024
Q4 		$240K Buy
345
+2
+0.6% +$1.29K 0.03% 169
2024
Q3 		$182K Hold
343
– – 0.03% 180
2024
Q2 		$202K Buy
343
+80
+30% +$49.1K 0.03% 170
2024
Q1 		$165K Hold
263
– – 0.03% 167
2023
Q4 		$153K Hold
263
– – 0.03% 163
2023
Q3 		$130K Hold
263
– – 0.03% 169
2023
Q2 		$140K Hold
263
– – 0.03% 169
2023
Q1 		$113K Hold
263
– – 0.02% 187
2022
Q4 		$76K Sell
263
-62
-19% -$17.6K 0.02% 197
2022
Q3 		$88K Hold
325
– – 0.02% 175
2022
Q2 		$98K Buy
325
+1
+0.3% +$365 0.03% 196
2022
Q1 		$154K Hold
324
– – 0.04% 165
2021
Q4 		$214K Buy
324
+2
+0.6% +$1.51K 0.05% 131
2021
Q3 		$218K Buy
322
+5
+2% +$3.22K 0.06% 121
2021
Q2 		$185K Buy
317
+54
+21% +$28.2K 0.05% 141
2021
Q1 		$119K Hold
263
– – 0.04% 165
2020
Q4 		$104K Buy
+263
New +$92.3K 0.04% 163

Other funds holding HUBS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

HHM Wealth Advisors's HUBS Position: Q2 2026 in Review

HHM Wealth Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 343 shares — an estimated $83.7K sold.

HHM Wealth Advisors first reported a position in HUBS in Q4 2020 and held it in 22 quarters. The position peaked at $240K in Q4 2024. 93 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • HHM Wealth Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 343 HubSpot shares in Q2 2026, an estimated $83.7K.
  • HHM Wealth Advisors first reported a position in HubSpot in Q4 2020 and held it in 22 quarters.
  • HHM Wealth Advisors's HubSpot position peaked at $240K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.