Peak Financial Advisors’s HubSpot HUBS Stock Holding History

Peak Financial Advisors’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	-4,080	Closed	-$1.64M	–	81
2025 Q4	$1.64M	Buy	4,080 +2,795	+218%	+$1.16M	0.74%	39
2025 Q3	$601K	Buy	+1,285	New	+$646K	0.29%	61

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's HUBS Position: Q1 2026 in Review

Peak Financial Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 4,080 shares — an estimated $1.64M sold.

Peak Financial Advisors first reported a position in HUBS in Q3 2025 and held it in 2 quarters. The position peaked at $1.64M in Q4 2025. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Peak Financial Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 4,080 HubSpot shares in Q1 2026, an estimated $1.64M.
Peak Financial Advisors first reported a position in HubSpot in Q3 2025 and held it in 2 quarters.
Peak Financial Advisors's HubSpot position peaked at $1.64M in Q4 2025.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.