Moneta Group Investment Advisors
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Moneta Group Investment Advisors’s HubSpot HUBS Stock Holding History

Moneta Group Investment Advisors’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 		$239K Sell
1,307
-60
-4% -$12.5K ﹤0.01% 772
2026
Q1 		$334K Buy
1,367
+63
+5% +$17.7K ﹤0.01% 599
2025
Q4 		$523K Buy
1,304
+34
+3% +$14.1K ﹤0.01% 489
2025
Q3 		$594K Sell
1,270
-23
-2% -$11.6K ﹤0.01% 452
2025
Q2 		$720K Buy
+1,293
New +$757K 0.01% 359

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
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Moneta Group Investment Advisors's HUBS Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its HubSpot (HUBS) stake by 4.4% in Q2 2026, selling an estimated $12.5K and leaving 1,307 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Moneta Group Investment Advisors first reported a position in HUBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $720K in Q2 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Moneta Group Investment Advisors held 1,307 shares of HubSpot worth $239K as of Q2 2026.
  • Moneta Group Investment Advisors sold 60 HubSpot shares in Q2 2026, an estimated $12.5K.
  • HubSpot made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #772 holding.
  • Moneta Group Investment Advisors first reported a position in HubSpot in Q2 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's HubSpot position peaked at $720K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.