MYIA
HUBS icon

Mount Yale Investment Advisors’s HubSpot HUBS Stock Holding History

Mount Yale 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
Q1 		$293K Sell
1,202
-536
-31% -$150K 0.01% 903
2025
Q4 		$697K Buy
1,738
+55
+3% +$22.8K 0.03% 383
2025
Q3 		$787K Buy
1,683
+1,665
+9,250% +$838K 0.05% 326
2025
Q2 		$10K Buy
+18
New +$10.5K ﹤0.01% 1135
2024
Q3 		– Sell
-612
Closed -$361K – 576
2024
Q2 		$361K Buy
+612
New +$375K 0.03% 398

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's HUBS Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its HubSpot (HUBS) stake by 31% in Q1 2026, selling an estimated $150K and leaving 1,202 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #903.

Mount Yale Investment Advisors first reported a position in HUBS in Q2 2024 and has held it in 5 quarters since. The position peaked at $787K in Q3 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Mount Yale Investment Advisors held 1,202 shares of HubSpot worth $293K as of Q1 2026.
  • Mount Yale Investment Advisors sold 536 HubSpot shares in Q1 2026, an estimated $150K.
  • HubSpot made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #903 holding.
  • Mount Yale Investment Advisors first reported a position in HubSpot in Q2 2024 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's HubSpot position peaked at $787K in Q3 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.