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Sound Income Strategies’s HubSpot HUBS Stock Holding History

Sound Income Strategies’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
-11
Closed -$2.67K – 1326
2026
Q1 		$2.67K Hold
11
– – ﹤0.01% 2072
2025
Q4 		$3.43K Hold
11
– – ﹤0.01% 1965
2025
Q3 		$4.98K Hold
11
– – ﹤0.01% 1175
2025
Q2 		$6.12K Hold
11
– – ﹤0.01% 1044
2025
Q1 		$6.28K Hold
11
– – ﹤0.01% 1016
2024
Q4 		$7.66K Hold
11
– – ﹤0.01% 903
2024
Q3 		$5.85K Hold
11
– – ﹤0.01% 923
2024
Q2 		$6.49K Hold
11
– – ﹤0.01% 881
2024
Q1 		$6.89K Buy
+11
New +$6.61K ﹤0.01% 844

Other funds holding HUBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's HUBS Position: Q2 2026 in Review

Sound Income Strategies sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 11 shares — an estimated $2.67K sold.

Sound Income Strategies first reported a position in HUBS in Q1 2024 and held it in 9 quarters. The position peaked at $7.66K in Q4 2024. 440 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Sound Income Strategies reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 11 HubSpot shares in Q2 2026, an estimated $2.67K.
  • Sound Income Strategies first reported a position in HubSpot in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's HubSpot position peaked at $7.66K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.