Private Wealth Asset Management’s HubSpot HUBS Stock Holding History

Private Wealth Asset Management’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	$4.38K	Hold	24	–	–	﹤0.01%	798
2026 Q1	$5.86K	Hold	24	–	–	﹤0.01%	766
2025 Q4	$9.63K	Hold	24	–	–	﹤0.01%	687
2025 Q3	$11.2K	Hold	24	–	–	﹤0.01%	626
2025 Q2	$13.4K	Sell	24 -1	-4%	-$586	﹤0.01%	603
2025 Q1	$14.3K	Buy	+25	New	+$17.5K	﹤0.01%	564

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

Private Wealth Asset Management's HUBS Position: Q2 2026 in Review

Private Wealth Asset Management held its HubSpot (HUBS) position steady in Q2 2026 at 24 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Private Wealth Asset Management first reported a position in HUBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.3K in Q1 2025. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Private Wealth Asset Management held 24 shares of HubSpot worth $4.38K as of Q2 2026.
Private Wealth Asset Management left its HubSpot share count unchanged in Q2 2026.
HubSpot made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #798 holding.
Private Wealth Asset Management first reported a position in HubSpot in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's HubSpot position peaked at $14.3K in Q1 2025.
594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.