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Pinnacle Wealth Planning Services’s HubSpot HUBS Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$27.8K Buy
114
+27
+31% +$7.57K ﹤0.01% 1524
2025
Q4 		$34.9K Buy
+87
New +$36K ﹤0.01% 1426
2021
Q1 		– Sell
-8
Closed -$3K – 1074
2020
Q4 		$3K Buy
+8
New +$2.81K ﹤0.01% 1821

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HubSpot (HUBS) stake by 31% in Q1 2026, buying an estimated $7.57K and bringing the position to 114 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Pinnacle Wealth Planning Services first reported a position in HUBS in Q4 2020 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 114 shares of HubSpot worth $27.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 27 HubSpot shares in Q1 2026, an estimated $7.57K.
  • HubSpot made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1524 holding.
  • Pinnacle Wealth Planning Services first reported a position in HubSpot in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's HubSpot position peaked at $34.9K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.