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SHP Wealth Management’s HubSpot HUBS Stock Holding History

SHP 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 		$19.3K Buy
106
+66
+165% +$13.8K ﹤0.01% 796
2026
Q1 		$9.69K Sell
40
-2
-5% -$561 ﹤0.01% 907
2025
Q4 		$16.7K Buy
+42
New +$17.4K ﹤0.01% 725

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

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

SHP Wealth Management increased its HubSpot (HUBS) stake by 165% in Q2 2026, buying an estimated $13.8K and bringing the position to 106 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

SHP Wealth Management first reported a position in HUBS in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • SHP Wealth Management held 106 shares of HubSpot worth $19.3K as of Q2 2026.
  • SHP Wealth Management bought 66 HubSpot shares in Q2 2026, an estimated $13.8K.
  • HubSpot made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #796 holding.
  • SHP Wealth Management first reported a position in HubSpot in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.