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Peterson Wealth Services’s HubSpot HUBS Stock Holding History

Peterson Wealth Services’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
Q2 		$1.09K Sell
6
-1,309
-100% -$274K ﹤0.01% 238
2026
Q1 		$321K Buy
1,315
+1,274
+3,107% +$357K 0.08% 110
2025
Q4 		$16.5K Sell
41
-3,720
-99% -$1.54M ﹤0.01% 174
2025
Q3 		$482K Buy
3,761
+2,822
+301% +$1.42M 0.12% 98
2025
Q2 		$523K Hold
939
– – 0.14% 91
2025
Q1 		$536K Sell
939
-638
-40% -$448K 0.17% 88
2024
Q4 		$1.1M Buy
1,577
+90
+6% +$57.9K 0.33% 61
2024
Q3 		$790K Buy
1,487
+232
+18% +$117K 0.25% 76
2024
Q2 		$740K Buy
1,255
+151
+14% +$92.6K 0.26% 78
2024
Q1 		$692K Buy
1,104
+719
+187% +$432K 0.25% 74
2023
Q4 		$224K Buy
+385
New +$185K 0.1% 92

Other funds holding HUBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peterson Wealth Services's HUBS Position: Q2 2026 in Review

Peterson Wealth Services reduced its HubSpot (HUBS) stake by 100% in Q2 2026, selling an estimated $274K and leaving 6 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Peterson Wealth Services first reported a position in HUBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2024. 161 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Peterson Wealth Services held 6 shares of HubSpot worth $1.09K as of Q2 2026.
  • Peterson Wealth Services sold 1,309 HubSpot shares in Q2 2026, an estimated $274K.
  • HubSpot made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #238 holding.
  • Peterson Wealth Services first reported a position in HubSpot in Q4 2023 and has held it in 11 quarters since.
  • Peterson Wealth Services's HubSpot position peaked at $1.1M in Q4 2024.
  • 161 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.