Raffa Wealth Management’s HubSpot HUBS Stock Holding History

Raffa Wealth 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	$730	Sell	4 -4	-50%	-$836	﹤0.01%	1115
2026 Q1	$1.95K	Hold	8	–	–	﹤0.01%	758
2025 Q4	$3.21K	Hold	8	–	–	﹤0.01%	618
2025 Q3	$3.74K	Buy	8 +3	+60%	+$1.51K	﹤0.01%	547
2025 Q2	$2.78K	Hold	5	–	–	﹤0.01%	620
2025 Q1	$2.86K	Sell	5 -1	-17%	-$701	﹤0.01%	554
2024 Q4	$4.18K	Hold	6	–	–	﹤0.01%	476
2024 Q3	$3.19K	Sell	6 -19	-76%	-$9.54K	﹤0.01%	520
2024 Q2	$14.7K	Buy	25 +19	+317%	+$11.7K	﹤0.01%	384
2024 Q1	$3.76K	Hold	6	–	–	﹤0.01%	558
2023 Q4	$3.48K	Hold	6	–	–	﹤0.01%	466
2023 Q3	$2.96K	Hold	6	–	–	﹤0.01%	480
2023 Q2	$3.19K	Hold	6	–	–	﹤0.01%	479
2023 Q1	$2.57K	Hold	6	–	–	﹤0.01%	542
2022 Q4	$1.74K	Hold	6	–	–	﹤0.01%	634
2022 Q3	$1.62K	Hold	6	–	–	﹤0.01%	658
2022 Q2	$1.8K	Sell	6 -3	-33%	-$1.1K	﹤0.01%	634
2022 Q1	$4.27K	Buy	9 +1	+13%	+$484	﹤0.01%	439
2021 Q4	$5.27K	Hold	8	–	–	﹤0.01%	417
2021 Q3	$5.41K	Hold	8	–	–	﹤0.01%	363
2021 Q2	$4.66K	Hold	8	–	–	﹤0.01%	394
2021 Q1	$3.63K	Buy	8 +6	+300%	+$2.64K	﹤0.01%	478
2020 Q4	$793	Buy	+2	New	+$702	﹤0.01%	790

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Raffa Wealth Management's HUBS Position: Q2 2026 in Review

Raffa Wealth Management reduced its HubSpot (HUBS) stake by 50% in Q2 2026, selling an estimated $836 and leaving 4 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Raffa Wealth Management first reported a position in HUBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.7K in Q2 2024. 553 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Raffa Wealth Management held 4 shares of HubSpot worth $730 as of Q2 2026.
Raffa Wealth Management sold 4 HubSpot shares in Q2 2026, an estimated $836.
HubSpot made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1115 holding.
Raffa Wealth Management first reported a position in HubSpot in Q4 2020 and has held it in 23 quarters since.
Raffa Wealth Management's HubSpot position peaked at $14.7K in Q2 2024.
553 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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