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 Q3	$1.23K	Hold	6	–	–	﹤0.01%	214
2026 Q2	$1.1K	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Peterson Wealth Services's HUBS Position: Q3 2026 in Review

Peterson Wealth Services held its HubSpot (HUBS) position steady in Q3 2026 at 6 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Peterson Wealth Services first reported a position in HUBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2024. 478 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

Peterson Wealth Services held 6 shares of HubSpot worth $1.23K as of Q3 2026.
Peterson Wealth Services left its HubSpot share count unchanged in Q3 2026.
HubSpot made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #214 holding.
Peterson Wealth Services first reported a position in HubSpot in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's HubSpot position peaked at $1.1M in Q4 2024.
478 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.