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Physician Wealth Advisors’s HubSpot HUBS Stock Holding History

Physician Wealth 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
Q2 		$11.7K Hold
64
– – ﹤0.01% 824
2026
Q1 		$15.6K Buy
64
+14
+28% +$3.93K ﹤0.01% 683
2025
Q4 		$20.1K Buy
50
+35
+233% +$14.5K ﹤0.01% 585
2025
Q3 		$7.02K Buy
15
+13
+650% +$6.54K ﹤0.01% 842
2025
Q2 		$1.11K Sell
2
-1
-33% -$586 ﹤0.01% 1336
2025
Q1 		$1.71K Buy
+3
New +$2.1K ﹤0.01% 901

Other funds holding HUBS

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
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
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Physician Wealth Advisors's HUBS Position: Q2 2026 in Review

Physician Wealth Advisors held its HubSpot (HUBS) position steady in Q2 2026 at 64 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Physician Wealth Advisors first reported a position in HUBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.1K in Q4 2025. 77 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Physician Wealth Advisors held 64 shares of HubSpot worth $11.7K as of Q2 2026.
  • Physician Wealth Advisors left its HubSpot share count unchanged in Q2 2026.
  • HubSpot made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #824 holding.
  • Physician Wealth Advisors first reported a position in HubSpot in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's HubSpot position peaked at $20.1K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.