Newbridge Financial Services Group’s HubSpot HUBS Stock Holding History

Newbridge Financial Services Group’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	-30	Closed	-$7.32K	–	1253
2026 Q1	$7.32K	Hold	30	–	–	﹤0.01%	846
2025 Q4	$12K	Hold	30	–	–	﹤0.01%	751
2025 Q3	$14K	Hold	30	–	–	﹤0.01%	828
2025 Q2	$16.7K	Hold	30	–	–	﹤0.01%	764
2025 Q1	$17.1K	Hold	30	–	–	﹤0.01%	578
2024 Q4	$20.9K	Buy	+30	New	+$19.3K	0.01%	591
2024 Q3	–	Sell	-30	Closed	-$17.7K	–	843
2024 Q2	$17.7K	Hold	30	–	–	0.01%	594
2024 Q1	$18.8K	Hold	30	–	–	0.01%	618
2023 Q4	$17.4K	Hold	30	–	–	0.01%	619
2023 Q3	$14.8K	Hold	30	–	–	0.01%	715
2023 Q2	$16K	Hold	30	–	–	0.01%	758
2023 Q1	$12.9K	Hold	30	–	–	0.01%	859
2022 Q4	$8.67K	Hold	30	–	–	0.01%	943
2022 Q3	$8K	Hold	30	–	–	﹤0.01%	937
2022 Q2	$9K	Hold	30	–	–	0.01%	884
2022 Q1	$14K	Hold	30	–	–	0.01%	833
2021 Q4	$20K	Hold	30	–	–	0.01%	727
2021 Q3	$20K	Buy	+30	New	+$19.3K	0.01%	664

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

Newbridge Financial Services Group's HUBS Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 30 shares — an estimated $7.32K sold.

Newbridge Financial Services Group first reported a position in HUBS in Q3 2021 and held it in 18 quarters. The position peaked at $20.9K in Q4 2024. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Newbridge Financial Services Group reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 30 HubSpot shares in Q2 2026, an estimated $7.32K.
Newbridge Financial Services Group first reported a position in HubSpot in Q3 2021 and held it in 18 quarters.
Newbridge Financial Services Group's HubSpot position peaked at $20.9K in Q4 2024.
593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.