Pinnacle Wealth Planning Services
HUBS icon

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
Q3 		$250K Buy
1,220
+1,103
+943% +$249K 0.02% 420
2026
Q2 		$21.4K Buy
117
+3
+3% +$627 ﹤0.01% 1752
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its HubSpot (HUBS) stake by 943% in Q3 2026, buying an estimated $249K and bringing the position to 1,220 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #420.

Pinnacle Wealth Planning Services first reported a position in HUBS in Q4 2020 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold HUBS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,220 shares of HubSpot worth $250K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,103 HubSpot shares in Q3 2026, an estimated $249K.
  • HubSpot made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #420 holding.
  • Pinnacle Wealth Planning Services first reported a position in HubSpot in Q4 2020 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held HubSpot as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.