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High Net Worth Advisory Group’s HubSpot HUBS Stock Holding History

High Net Worth Advisory Group’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 		$1.57M Hold
6,420
– – 0.37% 65
2025
Q4 		$2.58M Sell
6,420
-179
-3% -$74.1K 0.59% 44
2025
Q3 		$3.09M Buy
6,599
+118
+2% +$59.4K 0.74% 34
2025
Q2 		$3.61M Sell
6,481
-260
-4% -$152K 0.96% 27
2025
Q1 		$3.85M Buy
6,741
+288
+4% +$202K 1.09% 24
2024
Q4 		$4.5M Sell
6,453
-167
-3% -$107K 1.26% 17
2024
Q3 		$3.52M Sell
6,620
-182
-3% -$91.4K 0.96% 27
2024
Q2 		$4.01M Buy
6,802
+72
+1% +$44.2K 1.22% 22
2024
Q1 		$4.22M Hold
6,730
– – 1.33% 19
2023
Q4 		$3.91M Sell
6,730
-245
-4% -$118K 1.45% 17
2023
Q3 		$3.44M Buy
6,975
+195
+3% +$102K 1.38% 18
2023
Q2 		$3.61M Hold
6,780
– – 1.4% 16
2023
Q1 		$2.91M Hold
6,780
– – 1.18% 17
2022
Q4 		$1.96M Sell
6,780
-2,950
-30% -$836K 0.76% 28
2022
Q3 		$2.63M Buy
9,730
+50
+0.5% +$15.9K 1.12% 15
2022
Q2 		$2.91M Sell
9,680
-1,100
-10% -$402K 1.21% 13
2022
Q1 		$5.12M Sell
10,780
-2,525
-19% -$1.22M 1.86% 10
2021
Q4 		$8.77M Buy
+13,305
New +$10.1M 3.06% 5

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's HUBS Position: Q1 2026 in Review

High Net Worth Advisory Group held its HubSpot (HUBS) position steady in Q1 2026 at 6,420 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #65.

High Net Worth Advisory Group first reported a position in HUBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.77M in Q4 2021. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • High Net Worth Advisory Group held 6,420 shares of HubSpot worth $1.57M as of Q1 2026.
  • High Net Worth Advisory Group left its HubSpot share count unchanged in Q1 2026.
  • HubSpot made up 0.37% of High Net Worth Advisory Group's portfolio in Q1 2026, its #65 holding.
  • High Net Worth Advisory Group first reported a position in HubSpot in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's HubSpot position peaked at $8.77M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.