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Sax Wealth Advisors’s HubSpot HUBS Stock Holding History

Sax Wealth 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 		– Sell
-1,273
Closed -$511K – 547
2026
Q1 		$511K Hold
1,273
– – 0.02% 285
2025
Q4 		$511K Sell
1,273
-662
-34% -$274K 0.02% 294
2025
Q3 		$905K Buy
1,935
+168
+10% +$84.5K 0.05% 195
2025
Q2 		$984K Buy
1,767
+505
+40% +$296K 0.06% 177
2025
Q1 		$721K Buy
1,262
+405
+47% +$284K 0.05% 174
2024
Q4 		$597K Buy
857
+241
+39% +$155K 0.05% 173
2024
Q3 		$327K Buy
616
+182
+42% +$91.4K 0.03% 214
2024
Q2 		$256K Buy
+434
New +$266K 0.02% 230

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

Sax Wealth Advisors's HUBS Position: Q2 2026 in Review

Sax Wealth Advisors sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 1,273 shares — an estimated $511K sold.

Sax Wealth Advisors first reported a position in HUBS in Q2 2024 and held it in 8 quarters. The position peaked at $984K in Q2 2025. 593 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Sax Wealth Advisors reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,273 HubSpot shares in Q2 2026, an estimated $511K.
  • Sax Wealth Advisors first reported a position in HubSpot in Q2 2024 and held it in 8 quarters.
  • Sax Wealth Advisors's HubSpot position peaked at $984K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.