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Intentional Wealth Strategies’s HubSpot HUBS Stock Holding History

Intentional Wealth Strategies’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
-201
Closed -$49.1K – 440
2026
Q1 		$49.1K Buy
+201
New +$56.4K 0.05% 156

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

Intentional Wealth Strategies's HUBS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 201 shares — an estimated $49.1K sold.

Intentional Wealth Strategies first reported a position in HUBS in Q1 2026 and held it in 1 quarter. The position peaked at $49.1K in Q1 2026. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 201 HubSpot shares in Q2 2026, an estimated $49.1K.
  • Intentional Wealth Strategies first reported a position in HubSpot in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's HubSpot position peaked at $49.1K in Q1 2026.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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