SWM
HUBS icon

Spire Wealth Management’s HubSpot HUBS Stock Holding History

Spire 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 		$2.19K Hold
12
– – ﹤0.01% 1991
2026
Q1 		$2.93K Sell
12
-9
-43% -$2.52K ﹤0.01% 1962
2025
Q4 		$8.43K Sell
21
-7
-25% -$2.9K ﹤0.01% 1770
2025
Q3 		$13.1K Sell
28
-69
-71% -$34.7K ﹤0.01% 1655
2025
Q2 		$54K Sell
97
-339
-78% -$199K ﹤0.01% 1166
2025
Q1 		$249K Sell
436
-2,157
-83% -$1.51M 0.01% 770
2024
Q4 		$1.81M Buy
2,593
+1,487
+134% +$956K 0.06% 261
2024
Q3 		$588K Sell
1,106
-591
-35% -$297K 0.02% 483
2024
Q2 		$1M Buy
1,697
+605
+55% +$371K 0.04% 342
2024
Q1 		$684K Buy
1,092
+85
+8% +$51.1K 0.01% 446
2023
Q4 		$585K Buy
1,007
+2
+0.2% +$962 0.02% 483
2023
Q3 		$495K Sell
1,005
-6,929
-87% -$3.62M 0.02% 476
2023
Q2 		$4.22M Buy
7,934
+587
+8% +$275K 0.16% 127
2023
Q1 		$3.15M Buy
7,347
+7,250
+7,474% +$2.65M 0.12% 156
2022
Q4 		$28K Sell
97
-276
-74% -$78.2K ﹤0.01% 1228
2022
Q3 		$101K Sell
373
-393
-51% -$125K 0.01% 707
2022
Q2 		$230K Buy
766
+145
+23% +$53K 0.01% 715
2022
Q1 		$295K Sell
621
-231
-27% -$112K 0.01% 731
2021
Q4 		$561K Sell
852
-21
-2% -$15.9K 0.01% 657
2021
Q3 		$580K Buy
873
+287
+49% +$185K 0.02% 551
2021
Q2 		$381K Buy
586
+6
+1% +$3.13K 0.01% 701
2021
Q1 		$263K Buy
+580
New +$255K 0.01% 938

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

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

Spire Wealth Management held its HubSpot (HUBS) position steady in Q2 2026 at 12 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Spire Wealth Management first reported a position in HUBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.22M in Q2 2023. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Spire Wealth Management held 12 shares of HubSpot worth $2.19K as of Q2 2026.
  • Spire Wealth Management left its HubSpot share count unchanged in Q2 2026.
  • HubSpot made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1991 holding.
  • Spire Wealth Management first reported a position in HubSpot in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's HubSpot position peaked at $4.22M in Q2 2023.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.