HighPoint Advisor Group’s HubSpot HUBS Stock Holding History

HighPoint Advisor 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	–	Sell	-617	Closed	-$248K	–	836
2025 Q4	$248K	Sell	617 -2	-0.3%	-$828	0.01%	940
2025 Q3	$290K	Sell	619 -38	-6%	-$19.1K	0.01%	547
2025 Q2	$366K	Sell	657 -63	-9%	-$36.9K	0.02%	456
2025 Q1	$441K	Buy	720 +6	+0.8%	+$4.21K	0.03%	386
2024 Q4	$560K	Buy	714 +36	+5%	+$23.1K	0.03%	347
2024 Q3	$383K	Sell	678 -4	-0.6%	-$2.01K	0.02%	420
2024 Q2	$333K	Sell	682 -105	-13%	-$64.4K	0.02%	439
2024 Q1	$470K	Buy	787 +108	+16%	+$64.9K	0.03%	360
2023 Q4	$428K	Buy	+679	New	+$327K	0.03%	391
2021 Q3	$466K	Buy	689 +192	+39%	+$124K	0.05%	325
2021 Q2	$290K	Buy	+497	New	+$259K	0.03%	404

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighPoint Advisor Group's HUBS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 617 shares — an estimated $248K sold.

HighPoint Advisor Group first reported a position in HUBS in Q2 2021 and held it in 11 quarters. The position peaked at $560K in Q4 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

HighPoint Advisor Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 617 HubSpot shares in Q1 2026, an estimated $248K.
HighPoint Advisor Group first reported a position in HubSpot in Q2 2021 and held it in 11 quarters.
HighPoint Advisor Group's HubSpot position peaked at $560K in Q4 2024.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.