Principia Wealth Advisory’s HubSpot HUBS Stock Holding History

Principia Wealth Advisory’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	$365	Sell	2 -2	-50%	-$418	﹤0.01%	938
2026 Q1	$976	Sell	4 -2	-33%	-$561	﹤0.01%	715
2025 Q4	$2.41K	Buy	6 +4	+200%	+$1.66K	﹤0.01%	415
2025 Q3	$936	Sell	2 -1	-33%	-$503	﹤0.01%	662
2025 Q2	$1.67K	Buy	3 +2	+200%	+$1.17K	﹤0.01%	427
2025 Q1	$549	Sell	1 -1	-50%	-$701	﹤0.01%	546
2024 Q4	$1.39K	Buy	+2	New	+$1.29K	﹤0.01%	301

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Principia Wealth Advisory's HUBS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its HubSpot (HUBS) stake by 50% in Q2 2026, selling an estimated $418 and leaving 2 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Principia Wealth Advisory first reported a position in HUBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41K in Q4 2025. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Principia Wealth Advisory held 2 shares of HubSpot worth $365 as of Q2 2026.
Principia Wealth Advisory sold 2 HubSpot shares in Q2 2026, an estimated $418.
HubSpot made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #938 holding.
Principia Wealth Advisory first reported a position in HubSpot in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's HubSpot position peaked at $2.41K in Q4 2025.
598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.