Strategic Wealth Partners’s HubSpot HUBS Stock Holding History

Strategic Wealth Partners’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	$52.9K	Sell	290 -2	-0.7%	-$418	﹤0.01%	510
2026 Q1	$71.3K	Buy	292 +2	+0.7%	+$561	﹤0.01%	453
2025 Q4	$116K	Hold	290	–	–	0.01%	382
2025 Q3	$136K	Sell	290 -209	-42%	-$105K	0.01%	395
2025 Q2	$278K	Buy	+499	New	+$292K	0.02%	284
2024 Q4	$238K	Buy	+290	New	+$186K	0.02%	287
2021 Q2	–	Sell	-780	Closed	-$354K	–	251
2021 Q1	$354K	Buy	+780	New	+$343K	0.14%	154

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Strategic Wealth Partners's HUBS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its HubSpot (HUBS) stake by 0.68% in Q2 2026, selling an estimated $418 and leaving 290 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Strategic Wealth Partners first reported a position in HUBS in Q1 2021 and has held it in 7 quarters since. The position peaked at $354K in Q1 2021. 598 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Strategic Wealth Partners held 290 shares of HubSpot worth $52.9K as of Q2 2026.
Strategic Wealth Partners sold 2 HubSpot shares in Q2 2026, an estimated $418.
HubSpot made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #510 holding.
Strategic Wealth Partners first reported a position in HubSpot in Q1 2021 and has held it in 7 quarters since.
Strategic Wealth Partners's HubSpot position peaked at $354K in Q1 2021.
598 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.