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JFS Wealth Advisors’s HubSpot HUBS Stock Holding History

JFS Wealth Advisors’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
-3
Closed -$733 – 2275
2026
Q1 		$733 Sell
3
-5
-63% -$1.4K ﹤0.01% 1723
2025
Q4 		$3.21K Buy
8
+2
+33% +$828 ﹤0.01% 1406
2025
Q3 		$2.81K Hold
6
– – ﹤0.01% 1338
2025
Q2 		$3.34K Sell
6
-3
-33% -$1.76K ﹤0.01% 1228
2025
Q1 		$5.14K Buy
9
+2
+29% +$1.4K ﹤0.01% 1115
2024
Q4 		$4.88K Hold
7
– – ﹤0.01% 1133
2024
Q3 		$3.72K Hold
7
– – ﹤0.01% 1228
2024
Q2 		$4.13K Hold
7
– – ﹤0.01% 1142
2024
Q1 		$4.39K Hold
7
– – ﹤0.01% 1146
2023
Q4 		$4.06K Hold
7
– – ﹤0.01% 1139
2023
Q3 		$3.45K Hold
7
– – ﹤0.01% 1149
2023
Q2 		$3.73K Hold
7
– – ﹤0.01% 1138
2023
Q1 		$3K Buy
7
+4
+133% +$1.46K ﹤0.01% 1206
2022
Q4 		$867 Sell
3
-10
-77% -$2.83K ﹤0.01% 1634
2022
Q3 		$4K Sell
13
-1
-7% -$318 ﹤0.01% 1068
2022
Q2 		$4K Sell
14
-1
-7% -$365 ﹤0.01% 1079
2022
Q1 		$7K Buy
15
+3
+25% +$1.45K ﹤0.01% 922
2021
Q4 		$8K Buy
12
+2
+20% +$1.51K ﹤0.01% 722
2021
Q3 		$7K Buy
+10
New +$6.44K ﹤0.01% 684
2020
Q1 		– Sell
-6
Closed -$1K – 531
2019
Q4 		$1K Hold
6
– – ﹤0.01% 480
2019
Q3 		$1K Buy
+6
New +$1.08K ﹤0.01% 476

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

JFS Wealth Advisors's HUBS Position: Q2 2026 in Review

JFS Wealth Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 3 shares — an estimated $733 sold.

JFS Wealth Advisors first reported a position in HUBS in Q3 2019 and held it in 21 quarters. The position peaked at $8K in Q4 2021. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • JFS Wealth Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 HubSpot shares in Q2 2026, an estimated $733.
  • JFS Wealth Advisors first reported a position in HubSpot in Q3 2019 and held it in 21 quarters.
  • JFS Wealth Advisors's HubSpot position peaked at $8K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.