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Lloyd Advisory Services’s HubSpot HUBS Stock Holding History

Lloyd 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 		$365 Buy
+2
New +$418 ﹤0.01% 599
2026
Q1 		– Sell
-33
Closed -$13.2K – 940
2025
Q4 		$13.2K Buy
+33
New +$13.7K 0.01% 371
2022
Q2 		– Sell
-89
Closed -$42K – 282
2022
Q1 		$42K Buy
+89
New +$43.1K 0.02% 248

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

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

Lloyd Advisory Services opened a new position in HubSpot (HUBS) in Q2 2026: 2 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HUBS as recently as Q4 2025.

Lloyd Advisory Services first reported a position in HUBS in Q1 2022 and has held it in 3 quarters since. The position peaked at $42K in Q1 2022. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Lloyd Advisory Services held 2 shares of HubSpot worth $365 as of Q2 2026.
  • HubSpot was a new Lloyd Advisory Services position in Q2 2026.
  • HubSpot made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #599 holding.
  • Lloyd Advisory Services first reported a position in HubSpot in Q1 2022 and has held it in 3 quarters since.
  • Lloyd Advisory Services's HubSpot position peaked at $42K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.