Plante Moran Financial Advisors’s HubSpot HUBS Stock Holding History

Plante Moran Financial 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	$183	Buy	+1	New	+$209	﹤0.01%	1477
2025 Q4	–	Sell	-1	Closed	-$468	–	855
2025 Q3	$468	Buy	+1	New	+$503	﹤0.01%	735
2024 Q3	–	Sell	-15	Closed	-$8.85K	–	888
2024 Q2	$8.85K	Sell	15 -2	-12%	-$1.23K	﹤0.01%	589
2024 Q1	$10.7K	Sell	17 -1	-6%	-$601	﹤0.01%	597
2023 Q4	$10.4K	Buy	+18	New	+$8.66K	﹤0.01%	551
2023 Q3	–	Sell	-5	Closed	-$2.66K	–	804
2023 Q2	$2.66K	Buy	+5	New	+$2.34K	﹤0.01%	672
2022 Q3	–	Sell	-3	Closed	-$1K	–	944
2022 Q2	$1K	Buy	+3	New	+$1.1K	﹤0.01%	910
2021 Q1	–	Sell	-25	Closed	-$10K	–	1042
2020 Q4	$10K	Sell	25 -28	-53%	-$9.83K	﹤0.01%	624
2020 Q3	$15K	Buy	+53	New	+$13.9K	0.01%	545

Other funds holding HUBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Plante Moran Financial Advisors's HUBS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in HubSpot (HUBS) in Q2 2026: 1 share worth $183. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HUBS as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in HUBS in Q3 2020 and has held it in 9 quarters since. The position peaked at $15K in Q3 2020. 270 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Plante Moran Financial Advisors held 1 share of HubSpot worth $183 as of Q2 2026.
HubSpot was a new Plante Moran Financial Advisors position in Q2 2026.
HubSpot made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1477 holding.
Plante Moran Financial Advisors first reported a position in HubSpot in Q3 2020 and has held it in 9 quarters since.
Plante Moran Financial Advisors's HubSpot position peaked at $15K in Q3 2020.
270 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.