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Pension & Wealth Management Advisors’s HubSpot HUBS Stock Holding History

Pension & Wealth Management 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
Closed -$1.65K – 545
2025
Q4 		$1.65K Hold
4
– – ﹤0.01% 480
2025
Q3 		$1.92K Sell
4
-72
-95% -$36.2K ﹤0.01% 484
2025
Q2 		$42.6K Sell
76
-11
-13% -$6.44K 0.01% 275
2025
Q1 		$50K Buy
87
+23
+36% +$16.1K 0.02% 260
2024
Q4 		$44.9K Buy
+64
New +$41.1K 0.02% 270

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's HUBS Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 4 shares — an estimated $1.65K sold.

Pension & Wealth Management Advisors first reported a position in HUBS in Q4 2024 and held it in 5 quarters. The position peaked at $50K in Q1 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 4 HubSpot shares in Q1 2026, an estimated $1.65K.
  • Pension & Wealth Management Advisors first reported a position in HubSpot in Q4 2024 and held it in 5 quarters.
  • Pension & Wealth Management Advisors's HubSpot position peaked at $50K in Q1 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.