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Integrated Wealth Concepts’s HubSpot HUBS Stock Holding History

Integrated Wealth Concepts’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 		$746K Sell
4,086
-465
-10% -$97.2K ﹤0.01% 1532
2026
Q1 		$1.11M Buy
4,551
+2,275
+100% +$638K 0.01% 1050
2025
Q4 		$913K Sell
2,276
-132
-5% -$54.7K 0.01% 810
2025
Q3 		$1.13M Buy
2,408
+1,150
+91% +$579K 0.01% 917
2025
Q2 		$701K Sell
1,258
-403
-24% -$236K 0.01% 1097
2025
Q1 		$949K Buy
1,661
+109
+7% +$76.5K 0.01% 853
2024
Q4 		$1.08M Buy
1,552
+279
+22% +$179K 0.01% 775
2024
Q3 		$677K Sell
1,273
-702
-36% -$353K 0.01% 957
2024
Q2 		$1.16M Buy
1,975
+132
+7% +$81K 0.02% 695
2024
Q1 		$1.15M Buy
1,843
+609
+49% +$366K 0.02% 696
2023
Q4 		$716K Buy
1,234
+7
+0.6% +$3.37K 0.01% 855
2023
Q3 		$604K Sell
1,227
-102
-8% -$53.3K 0.01% 898
2023
Q2 		$707K Buy
+1,329
New +$623K 0.01% 822

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

Integrated Wealth Concepts's HUBS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its HubSpot (HUBS) stake by 10% in Q2 2026, selling an estimated $97.2K and leaving 4,086 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Integrated Wealth Concepts first reported a position in HUBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Integrated Wealth Concepts held 4,086 shares of HubSpot worth $746K as of Q2 2026.
  • Integrated Wealth Concepts sold 465 HubSpot shares in Q2 2026, an estimated $97.2K.
  • HubSpot made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1532 holding.
  • Integrated Wealth Concepts first reported a position in HubSpot in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's HubSpot position peaked at $1.16M in Q2 2024.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.