Key Financial Inc’s HubSpot HUBS Stock Holding History

Key Financial Inc’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	$12.2K	Buy	+50	New	+$14K	﹤0.01%	837
2025 Q4	–	Sell	-2	Closed	-$880	–	1466
2025 Q3	$880	Hold	2	–	–	﹤0.01%	1283
2025 Q2	$1.11K	Hold	2	–	–	﹤0.01%	1260
2025 Q1	$1.14K	Hold	2	–	–	﹤0.01%	1213
2024 Q4	$1.39K	Hold	2	–	–	﹤0.01%	1191
2024 Q3	$1.06K	Hold	2	–	–	﹤0.01%	1189
2024 Q2	$1.18K	Hold	2	–	–	﹤0.01%	1167
2024 Q1	$1.25K	Hold	2	–	–	﹤0.01%	1154
2023 Q4	$1.16K	Hold	2	–	–	﹤0.01%	1163
2023 Q3	$985	Hold	2	–	–	﹤0.01%	1195
2023 Q2	$1.06K	Hold	2	–	–	﹤0.01%	1233
2023 Q1	$858	Hold	2	–	–	﹤0.01%	1053
2022 Q4	$540	Hold	2	–	–	﹤0.01%	1091
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	1043
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	1028
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	1013
2021 Q4	$1K	Buy	+2	New	+$1.51K	﹤0.01%	897

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's HUBS Position: Q1 2026 in Review

Key Financial Inc opened a new position in HubSpot (HUBS) in Q1 2026: 50 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in HUBS as recently as Q3 2025.

Key Financial Inc first reported a position in HUBS in Q4 2021 and has held it in 17 quarters since. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Key Financial Inc held 50 shares of HubSpot worth $12.2K as of Q1 2026.
HubSpot was a new Key Financial Inc position in Q1 2026.
HubSpot made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #837 holding.
Key Financial Inc first reported a position in HubSpot in Q4 2021 and has held it in 17 quarters since.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.