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Independent Advisor Alliance’s HubSpot HUBS Stock Holding History

Independent Advisor Alliance’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
-894
Closed -$359K – 1629
2025
Q4 		$359K Sell
894
-341
-28% -$141K 0.01% 740
2025
Q3 		$578K Sell
1,235
-210
-15% -$106K 0.02% 581
2025
Q2 		$804K Sell
1,445
-253
-15% -$148K 0.02% 457
2025
Q1 		$970K Sell
1,698
-94
-5% -$65.9K 0.03% 378
2024
Q4 		$1.25M Buy
1,792
+171
+11% +$110K 0.02% 653
2024
Q3 		$862K Sell
1,621
-65
-4% -$32.6K 0.03% 353
2024
Q2 		$994K Sell
1,686
-37
-2% -$22.7K 0.03% 328
2024
Q1 		$1.08M Buy
1,723
+18
+1% +$10.8K 0.04% 307
2023
Q4 		$990K Sell
1,705
-47
-3% -$22.6K 0.04% 313
2023
Q3 		$863K Sell
1,752
-57
-3% -$29.8K 0.04% 318
2023
Q2 		$963K Sell
1,809
-47
-3% -$22K 0.04% 309
2023
Q1 		$796K Buy
+1,856
New +$677K 0.04% 327
2022
Q4 		– Sell
-1,738
Closed -$470K – 513
2022
Q3 		$470K Sell
1,738
-2
-0.1% -$635 0.03% 386
2022
Q2 		$523K Sell
1,740
-36
-2% -$13.1K 0.03% 361
2022
Q1 		$844K Sell
1,776
-22
-1% -$10.7K 0.04% 304
2021
Q4 		$1.19M Buy
1,798
+12
+0.7% +$9.08K 0.06% 251
2021
Q3 		$1.21M Sell
1,786
-142
-7% -$91.5K 0.07% 237
2021
Q2 		$1.12M Buy
1,928
+14
+0.7% +$7.3K 0.06% 257
2021
Q1 		$869K Buy
1,914
+13
+0.7% +$5.71K 0.05% 278
2020
Q4 		$754K Buy
1,901
+147
+8% +$51.6K 0.05% 267
2020
Q3 		$513K Sell
1,754
-249
-12% -$65.3K 0.04% 293
2020
Q2 		$449K Buy
+2,003
New +$360K 0.05% 290

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's HUBS Position: Q1 2026 in Review

Independent Advisor Alliance sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 894 shares — an estimated $359K sold.

Independent Advisor Alliance first reported a position in HUBS in Q2 2020 and held it in 22 quarters. The position peaked at $1.25M in Q4 2024. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Independent Advisor Alliance reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 894 HubSpot shares in Q1 2026, an estimated $359K.
  • Independent Advisor Alliance first reported a position in HubSpot in Q2 2020 and held it in 22 quarters.
  • Independent Advisor Alliance's HubSpot position peaked at $1.25M in Q4 2024.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.