Next Level Wealth Planning’s HubSpot HUBS Stock Holding History

Next Level Wealth Planning’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 Q3	$615	Buy	+3	New	+$676	﹤0.01%	504

Other funds holding HUBS

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's HUBS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in HubSpot (HUBS) in Q3 2026: 3 shares worth $615. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

280 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Next Level Wealth Planning held 3 shares of HubSpot worth $615 as of Q3 2026.
HubSpot was a new Next Level Wealth Planning position in Q3 2026.
HubSpot made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #504 holding.
280 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.