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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
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's HUBS Position: Q1 2026 in Review

SHP Wealth Management reduced its HubSpot (HUBS) stake by 4.8% in Q1 2026, selling an estimated $561 and leaving 40 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

SHP Wealth Management first reported a position in HUBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.7K in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • SHP Wealth Management held 40 shares of HubSpot worth $9.69K as of Q1 2026.
  • SHP Wealth Management sold 2 HubSpot shares in Q1 2026, an estimated $561.
  • HubSpot made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #907 holding.
  • SHP Wealth Management first reported a position in HubSpot in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's HubSpot position peaked at $16.7K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.