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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
Q2 		$254K Sell
1,392
-171
-11% -$35.8K 0.01% 607
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
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

Regal Investment Advisors's HUBS Position: Q2 2026 in Review

Regal Investment Advisors reduced its HubSpot (HUBS) stake by 11% in Q2 2026, selling an estimated $35.8K and leaving 1,392 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #607.

Regal Investment Advisors first reported a position in HUBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $999K in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Regal Investment Advisors held 1,392 shares of HubSpot worth $254K as of Q2 2026.
  • Regal Investment Advisors sold 171 HubSpot shares in Q2 2026, an estimated $35.8K.
  • HubSpot made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #607 holding.
  • Regal Investment Advisors first reported a position in HubSpot in Q1 2023 and has held it in 14 quarters since.
  • Regal Investment Advisors's HubSpot position peaked at $999K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.