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Miller Financial Services’s HubSpot HUBS Stock Holding History

Miller Financial 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 		$249K Buy
1,365
+120
+10% +$25.1K 0.2% 117
2026
Q1 		$304K Buy
1,245
+336
+37% +$94.3K 0.33% 85
2025
Q4 		$365K Buy
+909
New +$377K 0.43% 65

Other funds holding HUBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miller Financial Services's HUBS Position: Q2 2026 in Review

Miller Financial Services increased its HubSpot (HUBS) stake by 9.6% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,365 shares worth $249K. The position accounts for 0.2% of the portfolio, ranked #117.

Miller Financial Services first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q4 2025. 161 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Miller Financial Services held 1,365 shares of HubSpot worth $249K as of Q2 2026.
  • Miller Financial Services bought 120 HubSpot shares in Q2 2026, an estimated $25.1K.
  • HubSpot made up 0.2% of Miller Financial Services's portfolio in Q2 2026, its #117 holding.
  • Miller Financial Services first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • Miller Financial Services's HubSpot position peaked at $365K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.