Oak Harbor Wealth Partners’s HubSpot HUBS Stock Holding History

Oak Harbor Wealth Partners’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	-616	Closed	-$247K	–	284
2025 Q4	$247K	Hold	616	–	–	0.06%	179
2025 Q3	$288K	Hold	616	–	–	0.07%	170
2025 Q2	$343K	Buy	616 +19	+3%	+$11.1K	0.09%	161
2025 Q1	$341K	Hold	597	–	–	0.1%	153
2024 Q4	$416K	Hold	597	–	–	0.12%	123
2024 Q3	$317K	Hold	597	–	–	0.09%	140
2024 Q2	$352K	Hold	597	–	–	0.11%	126
2024 Q1	$374K	Hold	597	–	–	0.12%	127
2023 Q4	$347K	Sell	597 -100	-14%	-$48.1K	0.12%	129
2023 Q3	$343K	Sell	697 -50	-7%	-$26.1K	0.12%	125
2023 Q2	$397K	Sell	747 -500	-40%	-$234K	0.14%	125
2023 Q1	$535K	Sell	1,247 -433	-26%	-$158K	0.19%	106
2022 Q4	$486K	Buy	1,680 +266	+19%	+$75.4K	0.19%	102
2022 Q3	$382K	Buy	1,414 +691	+96%	+$219K	0.15%	110
2022 Q2	$217K	Buy	+723	New	+$264K	0.09%	144

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Harbor Wealth Partners's HUBS Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 616 shares — an estimated $247K sold.

Oak Harbor Wealth Partners first reported a position in HUBS in Q2 2022 and held it in 15 quarters. The position peaked at $535K in Q1 2023. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Oak Harbor Wealth Partners reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 616 HubSpot shares in Q1 2026, an estimated $247K.
Oak Harbor Wealth Partners first reported a position in HubSpot in Q2 2022 and held it in 15 quarters.
Oak Harbor Wealth Partners's HubSpot position peaked at $535K in Q1 2023.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.