Perigon Wealth Management’s HubSpot HUBS Stock Holding History

Perigon Wealth Management’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	-632	Closed	-$254K	–	1355
2025 Q4	$254K	Buy	632 +78	+14%	+$32.3K	﹤0.01%	1098
2025 Q3	$259K	Buy	+554	New	+$279K	0.01%	1038
2024 Q4	–	Sell	-566	Closed	-$301K	–	1064
2024 Q3	$301K	Sell	566 -80	-12%	-$40.2K	0.01%	793
2024 Q2	$381K	Buy	+646	New	+$396K	0.01%	609
2021 Q1	–	Sell	-120	Closed	-$48K	–	734
2020 Q4	$48K	Buy	+120	New	+$42.1K	0.01%	753

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

Perigon Wealth Management's HUBS Position: Q1 2026 in Review

Perigon Wealth Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 632 shares — an estimated $254K sold.

Perigon Wealth Management first reported a position in HUBS in Q4 2020 and held it in 5 quarters. The position peaked at $381K in Q2 2024. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Perigon Wealth Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 632 HubSpot shares in Q1 2026, an estimated $254K.
Perigon Wealth Management first reported a position in HubSpot in Q4 2020 and held it in 5 quarters.
Perigon Wealth Management's HubSpot position peaked at $381K in Q2 2024.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.