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NewEdge Wealth’s HubSpot HUBS Stock Holding History

NewEdge Wealth’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 		– Sell
-1,802
Closed -$723K – 1204
2025
Q4 		$723K Sell
1,802
-481
-21% -$199K 0.01% 714
2025
Q3 		$1.06M Buy
2,283
+553
+32% +$278K 0.02% 560
2025
Q2 		$799K Buy
1,730
+236
+16% +$138K 0.01% 587
2025
Q1 		$853K Buy
1,494
+49
+3% +$34.4K 0.02% 509
2024
Q4 		$1.01M Buy
1,445
+3
+0.2% +$1.93K 0.02% 480
2024
Q3 		$766K Buy
1,442
+404
+39% +$203K 0.01% 520
2024
Q2 		$612K Buy
1,038
+249
+32% +$153K 0.01% 503
2024
Q1 		$466K Buy
789
+132
+20% +$79.3K 0.01% 578
2023
Q4 		$381K Sell
657
-11
-2% -$5.29K 0.01% 562
2023
Q3 		$329K Buy
668
+33
+5% +$17.2K 0.01% 528
2023
Q2 		$338K Sell
635
-49
-7% -$23K 0.01% 524
2023
Q1 		$293K Sell
684
-256
-27% -$93.4K 0.01% 505
2022
Q4 		$272K Sell
940
-214
-19% -$60.7K 0.01% 466
2022
Q3 		$312K Sell
1,154
-80
-6% -$25.4K 0.01% 418
2022
Q2 		$371K Buy
1,234
+695
+129% +$254K 0.02% 432
2022
Q1 		$256K Buy
+539
New +$261K 0.01% 379

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 $94.8B AUM 24.11% 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

NewEdge Wealth's HUBS Position: Q1 2026 in Review

NewEdge Wealth sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 1,802 shares — an estimated $723K sold.

NewEdge Wealth first reported a position in HUBS in Q1 2022 and held it in 16 quarters. The position peaked at $1.06M in Q3 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • NewEdge Wealth reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,802 HubSpot shares in Q1 2026, an estimated $723K.
  • NewEdge Wealth first reported a position in HubSpot in Q1 2022 and held it in 16 quarters.
  • NewEdge Wealth's HubSpot position peaked at $1.06M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.