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Private Wealth Management Group’s HubSpot HUBS Stock Holding History

Private Wealth Management Group’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 		$9.31K Sell
51
-2
-4% -$418 ﹤0.01% 603
2026
Q1 		$12.9K Buy
53
+51
+2,550% +$14.3K ﹤0.01% 452
2025
Q4 		$803 Sell
2
-24
-92% -$9.94K ﹤0.01% 1308
2025
Q3 		$12.2K Sell
26
-1
-4% -$503 ﹤0.01% 457
2025
Q2 		$15K Hold
27
– – 0.01% 378
2025
Q1 		$15.4K Hold
27
– – 0.01% 358
2024
Q4 		$18.8K Hold
27
– – 0.01% 314
2024
Q3 		$14.4K Buy
27
+1
+4% +$502 0.01% 363
2024
Q2 		$15.3K Buy
26
+16
+160% +$9.81K 0.01% 337
2024
Q1 		$6.27K Sell
10
-1
-9% -$601 ﹤0.01% 553
2023
Q4 		$6.39K Buy
+11
New +$5.29K ﹤0.01% 544

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

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

Private Wealth Management Group reduced its HubSpot (HUBS) stake by 3.8% in Q2 2026, selling an estimated $418 and leaving 51 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Private Wealth Management Group first reported a position in HUBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8K in Q4 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Private Wealth Management Group held 51 shares of HubSpot worth $9.31K as of Q2 2026.
  • Private Wealth Management Group sold 2 HubSpot shares in Q2 2026, an estimated $418.
  • HubSpot made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #603 holding.
  • Private Wealth Management Group first reported a position in HubSpot in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's HubSpot position peaked at $18.8K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.