Quantum Private Wealth’s HubSpot HUBS Stock Holding History

Quantum Private Wealth’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 Q1	$961K	Sell	3,935 -75	-2%	-$21K	0.3%	66
2025 Q4	$1.61M	Sell	4,010 -200	-5%	-$82.8K	0.47%	41
2025 Q3	$1.97M	Sell	4,210 -20	-0.5%	-$10.1K	0.58%	33
2025 Q2	$2.35M	Buy	4,230 +20	+0.5%	+$11.7K	0.76%	24
2025 Q1	$2.41M	Sell	4,210 -10	-0.2%	-$7.01K	0.91%	18
2024 Q4	$2.94M	Hold	4,220	–	–	0.94%	19
2024 Q3	$2.24M	Sell	4,220 -300	-7%	-$151K	0.76%	24
2024 Q2	$2.67M	Buy	4,520 +300	+7%	+$184K	0.95%	16
2024 Q1	$2.64M	Hold	4,220	–	–	0.98%	17
2023 Q4	$2.45M	Buy	4,220 +21	+0.5%	+$10.1K	1.03%	17
2023 Q3	$2.07M	Hold	4,199	–	–	0.99%	16
2023 Q2	$2.23M	Sell	4,199 -151	-3%	-$70.8K	1.03%	14
2023 Q1	$1.87M	Sell	4,350 -200	-4%	-$73K	1.01%	16
2022 Q4	$1.32M	Hold	4,550	–	–	0.83%	22
2022 Q3	$1.23M	Buy	4,550 +100	+2%	+$31.8K	0.77%	25
2022 Q2	$1.34M	Sell	4,450 -200	-4%	-$73K	0.79%	26
2022 Q1	$2.21M	Buy	4,650 +10	+0.2%	+$4.84K	0.95%	19
2021 Q4	$3.06M	Buy	+4,640	New	+$3.51M	1.16%	14

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantum Private Wealth's HUBS Position: Q1 2026 in Review

Quantum Private Wealth reduced its HubSpot (HUBS) stake by 1.9% in Q1 2026, selling an estimated $21K and leaving 3,935 shares worth $961K. The position accounts for 0.3% of the portfolio, ranked #66.

Quantum Private Wealth first reported a position in HUBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.06M in Q4 2021. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Quantum Private Wealth held 3,935 shares of HubSpot worth $961K as of Q1 2026.
Quantum Private Wealth sold 75 HubSpot shares in Q1 2026, an estimated $21K.
HubSpot made up 0.3% of Quantum Private Wealth's portfolio in Q1 2026, its #66 holding.
Quantum Private Wealth first reported a position in HubSpot in Q4 2021 and has held it in 18 quarters since.
Quantum Private Wealth's HubSpot position peaked at $3.06M in Q4 2021.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.