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Planning Strategies’s HubSpot HUBS Stock Holding History

Planning Strategies’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 		$10.2K Buy
+56
New +$11.7K 0.01% 321

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Planning Strategies's HUBS Position: Q2 2026 in Review

Planning Strategies opened a new position in HubSpot (HUBS) in Q2 2026: 56 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

553 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Planning Strategies held 56 shares of HubSpot worth $10.2K as of Q2 2026.
  • HubSpot was a new Planning Strategies position in Q2 2026.
  • HubSpot made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #321 holding.
  • 553 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.