Kassira Wealth Management’s HubSpot HUBS Stock Holding History

Kassira 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	-1,012	Closed	-$406K	–	64
2025 Q4	$406K	Buy	1,012 +33	+3%	+$13.7K	0.39%	41
2025 Q3	$458K	Buy	+979	New	+$493K	0.44%	41

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kassira Wealth Management's HUBS Position: Q1 2026 in Review

Kassira Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1,012 shares — an estimated $406K sold.

Kassira Wealth Management first reported a position in HUBS in Q3 2025 and held it in 2 quarters. The position peaked at $458K in Q3 2025. 679 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Kassira Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Kassira Wealth Management sold 1,012 HubSpot shares in Q1 2026, an estimated $406K.
Kassira Wealth Management first reported a position in HubSpot in Q3 2025 and held it in 2 quarters.
Kassira Wealth Management's HubSpot position peaked at $458K in Q3 2025.
679 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Kassira Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.