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
Q2 		– Sell
-1,202
Closed -$293K – 1228
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 $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

Mount Yale Investment Advisors's HUBS Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 1,202 shares — an estimated $293K sold.

Mount Yale Investment Advisors first reported a position in HUBS in Q2 2024 and held it in 5 quarters. The position peaked at $787K in Q3 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,202 HubSpot shares in Q2 2026, an estimated $293K.
  • Mount Yale Investment Advisors first reported a position in HubSpot in Q2 2024 and held it in 5 quarters.
  • Mount Yale Investment Advisors's HubSpot position peaked at $787K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.