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Institute for Wealth Management’s HubSpot HUBS Stock Holding History

Institute for Wealth Management’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 		$16.4K Buy
+90
New +$18.8K ﹤0.01% 1187
2025
Q1 		– Sell
-294
Closed -$205K – 537
2024
Q4 		$205K Buy
+294
New +$189K 0.03% 481

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

Institute for Wealth Management's HUBS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in HubSpot (HUBS) in Q2 2026: 90 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HUBS as recently as Q4 2024.

Institute for Wealth Management first reported a position in HUBS in Q4 2024 and has held it in 2 quarters since. The position peaked at $205K in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Institute for Wealth Management held 90 shares of HubSpot worth $16.4K as of Q2 2026.
  • HubSpot was a new Institute for Wealth Management position in Q2 2026.
  • HubSpot made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1187 holding.
  • Institute for Wealth Management first reported a position in HubSpot in Q4 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's HubSpot position peaked at $205K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.