Regal Investment Advisors’s HubSpot HUBS Stock Holding History

Regal Investment Advisors’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	$382K	Buy	1,563 +259	+20%	+$72.7K	0.02%	485
2025 Q4	$523K	Buy	1,304 +111	+9%	+$46K	0.03%	413
2025 Q3	$558K	Sell	1,193 -27	-2%	-$13.6K	0.04%	360
2025 Q2	$679K	Buy	1,220 +201	+20%	+$118K	0.05%	296
2025 Q1	$582K	Sell	1,019 -415	-29%	-$291K	0.05%	294
2024 Q4	$999K	Buy	1,434 +149	+12%	+$95.8K	0.08%	228
2024 Q3	$683K	Sell	1,285 -1	-0.1%	-$502	0.05%	297
2024 Q2	$758K	Sell	1,286 -9	-0.7%	-$5.52K	0.05%	298
2024 Q1	$811K	Sell	1,295 -9	-0.7%	-$5.41K	0.06%	276
2023 Q4	$757K	Sell	1,304 -5	-0.4%	-$2.41K	0.06%	264
2023 Q3	$645K	Sell	1,309 -256	-16%	-$134K	0.05%	253
2023 Q2	$833K	Buy	1,565 +526	+51%	+$247K	0.07%	220
2023 Q1	$445K	Buy	+1,039	New	+$379K	0.04%	304

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 $105B AUM 38.07% 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

Regal Investment Advisors's HUBS Position: Q1 2026 in Review

Regal Investment Advisors increased its HubSpot (HUBS) stake by 20% in Q1 2026, buying an estimated $72.7K and bringing the position to 1,563 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #485.

Regal Investment Advisors first reported a position in HUBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $999K in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Regal Investment Advisors held 1,563 shares of HubSpot worth $382K as of Q1 2026.
Regal Investment Advisors bought 259 HubSpot shares in Q1 2026, an estimated $72.7K.
HubSpot made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #485 holding.
Regal Investment Advisors first reported a position in HubSpot in Q1 2023 and has held it in 13 quarters since.
Regal Investment Advisors's HubSpot position peaked at $999K in Q4 2024.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.