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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
Q2 		$9.13K Hold
50
– – ﹤0.01% 897
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
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

Key Financial Inc's HUBS Position: Q2 2026 in Review

Key Financial Inc held its HubSpot (HUBS) position steady in Q2 2026 at 50 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Key Financial Inc first reported a position in HUBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.2K in Q1 2026. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Key Financial Inc held 50 shares of HubSpot worth $9.13K as of Q2 2026.
  • Key Financial Inc left its HubSpot share count unchanged in Q2 2026.
  • HubSpot made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #897 holding.
  • Key Financial Inc first reported a position in HubSpot in Q4 2021 and has held it in 18 quarters since.
  • Key Financial Inc's HubSpot position peaked at $12.2K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.