N.E.W. Advisory Services’s HubSpot HUBS Stock Holding History

N.E.W. 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	$4.01K	Sell	22 -19	-46%	-$3.97K	﹤0.01%	765
2026 Q1	$10K	Sell	41 -12	-23%	-$3.37K	﹤0.01%	632
2025 Q4	$21.3K	Sell	53 -6	-10%	-$2.48K	﹤0.01%	497
2025 Q3	$27.6K	Sell	59 -3	-5%	-$1.51K	﹤0.01%	404
2025 Q2	$34.5K	Hold	62	–	–	﹤0.01%	361
2025 Q1	$35.4K	Buy	+62	New	+$43.5K	﹤0.01%	409

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

N.E.W. Advisory Services's HUBS Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its HubSpot (HUBS) stake by 46% in Q2 2026, selling an estimated $3.97K and leaving 22 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

N.E.W. Advisory Services first reported a position in HUBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.4K in Q1 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

N.E.W. Advisory Services held 22 shares of HubSpot worth $4.01K as of Q2 2026.
N.E.W. Advisory Services sold 19 HubSpot shares in Q2 2026, an estimated $3.97K.
HubSpot made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #765 holding.
N.E.W. Advisory Services first reported a position in HubSpot in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's HubSpot position peaked at $35.4K in Q1 2025.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.