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Kestra Advisory Services’s HubSpot HUBS Stock Holding History

Kestra Advisory Services’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 		$266K Sell
1,457
-41
-3% -$8.57K ﹤0.01% 2872
2026
Q1 		$366K Buy
1,498
+257
+21% +$72.1K ﹤0.01% 2465
2025
Q4 		$498K Sell
1,241
-113
-8% -$46.8K ﹤0.01% 2147
2025
Q3 		$633K Buy
1,354
+413
+44% +$208K ﹤0.01% 1898
2025
Q2 		$524K Buy
941
+217
+30% +$127K ﹤0.01% 1939
2025
Q1 		$414K Buy
724
+40
+6% +$28.1K ﹤0.01% 1944
2024
Q4 		$477K Sell
684
-761
-53% -$489K ﹤0.01% 1906
2024
Q3 		$768K Sell
1,445
-208
-13% -$104K ﹤0.01% 1498
2024
Q2 		$975K Buy
1,653
+835
+102% +$512K 0.01% 1336
2024
Q1 		$513K Buy
818
+223
+37% +$134K ﹤0.01% 1651
2023
Q4 		$345K Sell
595
-10
-2% -$4.81K ﹤0.01% 1752
2023
Q3 		$298K Sell
605
-657
-52% -$343K ﹤0.01% 1657
2023
Q2 		$671K Buy
1,262
+649
+106% +$304K 0.01% 1175
2023
Q1 		$263K Sell
613
-3,906
-86% -$1.43M ﹤0.01% 1655
2022
Q4 		$1.31M Sell
4,519
-313
-6% -$88.7K 0.01% 932
2022
Q3 		$1.3M Sell
4,832
-88
-2% -$27.9K 0.01% 844
2022
Q2 		$1.48M Buy
4,920
+1,097
+29% +$401K 0.02% 787
2022
Q1 		$1.82M Buy
3,823
+869
+29% +$421K 0.02% 710
2021
Q4 		$1.95M Sell
2,954
-82
-3% -$62K 0.02% 689
2021
Q3 		$2.05M Buy
3,036
+2,304
+315% +$1.48M 0.02% 701
2021
Q2 		$427K Buy
732
+151
+26% +$78.8K ﹤0.01% 1361
2021
Q1 		$264K Sell
581
-33
-5% -$14.5K ﹤0.01% 1541
2020
Q4 		$243K Buy
+614
New +$215K ﹤0.01% 1590

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

Kestra Advisory Services's HUBS Position: Q2 2026 in Review

Kestra Advisory Services reduced its HubSpot (HUBS) stake by 2.7% in Q2 2026, selling an estimated $8.57K and leaving 1,457 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Kestra Advisory Services first reported a position in HUBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q3 2021. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Kestra Advisory Services held 1,457 shares of HubSpot worth $266K as of Q2 2026.
  • Kestra Advisory Services sold 41 HubSpot shares in Q2 2026, an estimated $8.57K.
  • HubSpot made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2872 holding.
  • Kestra Advisory Services first reported a position in HubSpot in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's HubSpot position peaked at $2.05M in Q3 2021.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.