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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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Thornton Wealth Management's HUBS Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 691 shares — an estimated $274K sold.

Jackson Thornton Wealth Management first reported a position in HUBS in Q3 2025 and held it in 2 quarters. The position peaked at $298K in Q3 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 691 HubSpot shares in Q1 2026, an estimated $274K.
  • Jackson Thornton Wealth Management first reported a position in HubSpot in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's HubSpot position peaked at $298K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.