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Jackson Thornton Wealth Management’s HubSpot HUBS Stock Holding History

Jackson Thornton 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 		$375K Buy
+2,056
New +$430K 0.03% 212
2026
Q1 		– Sell
-691
Closed -$274K – 310
2025
Q4 		$274K Buy
691
+43
+7% +$17.8K 0.03% 220
2025
Q3 		$298K Buy
+648
New +$326K 0.03% 184

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

Jackson Thornton Wealth Management's HUBS Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in HubSpot (HUBS) in Q2 2026: 2,056 shares worth $375K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in HUBS as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in HUBS in Q3 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,056 shares of HubSpot worth $375K as of Q2 2026.
  • HubSpot was a new Jackson Thornton Wealth Management position in Q2 2026.
  • HubSpot made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Jackson Thornton Wealth Management first reported a position in HubSpot in Q3 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.