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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
Q2 		– Sell
-6,420
Closed -$1.57M – 256
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 $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

High Net Worth Advisory Group's HUBS Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 6,420 shares — an estimated $1.57M sold.

High Net Worth Advisory Group first reported a position in HUBS in Q4 2021 and held it in 18 quarters. The position peaked at $8.77M in Q4 2021. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • High Net Worth Advisory Group reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • High Net Worth Advisory Group sold 6,420 HubSpot shares in Q2 2026, an estimated $1.57M.
  • High Net Worth Advisory Group first reported a position in HubSpot in Q4 2021 and held it in 18 quarters.
  • High Net Worth Advisory Group's HubSpot position peaked at $8.77M in Q4 2021.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.