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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its HubSpot (HUBS) stake by 2.6% in Q2 2026, buying an estimated $627 and bringing the position to 117 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Pinnacle Wealth Planning Services first reported a position in HUBS in Q4 2020 and has held it in 4 quarters since. The position peaked at $34.9K in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 117 shares of HubSpot worth $21.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 HubSpot shares in Q2 2026, an estimated $627.
  • HubSpot made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1752 holding.
  • Pinnacle Wealth Planning Services first reported a position in HubSpot in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's HubSpot position peaked at $34.9K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.