SageView Advisory Group’s HubSpot HUBS Stock Holding History

SageView Advisory 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 Q1	–	Sell	-329	Closed	-$132K	–	1399
2025 Q4	$132K	Buy	+329	New	+$136K	﹤0.01%	737
2025 Q2	–	Sell	-389	Closed	-$222K	–	625
2025 Q1	$222K	Sell	389 -91	-19%	-$63.8K	0.01%	550
2024 Q4	$334K	Buy	+480	New	+$309K	0.01%	426

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

SageView Advisory Group's HUBS Position: Q1 2026 in Review

SageView Advisory Group sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 329 shares — an estimated $132K sold.

SageView Advisory Group first reported a position in HUBS in Q4 2024 and held it in 3 quarters. The position peaked at $334K in Q4 2024. 680 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

SageView Advisory Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 329 HubSpot shares in Q1 2026, an estimated $132K.
SageView Advisory Group first reported a position in HubSpot in Q4 2024 and held it in 3 quarters.
SageView Advisory Group's HubSpot position peaked at $334K in Q4 2024.
680 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.