Sunbelt Securities’s HubSpot HUBS Stock Holding History

Sunbelt Securities’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	$30K	Sell	123 -236	-66%	-$66.2K	﹤0.01%	1171
2025 Q4	$144K	Sell	359 -10	-3%	-$4.14K	0.01%	724
2025 Q3	$173K	Sell	369 -76	-17%	-$38.2K	0.01%	690
2025 Q2	$310K	Buy	445 +37	+9%	+$21.7K	0.03%	475
2025 Q1	$233K	Sell	408 -37	-8%	-$26K	0.02%	528
2024 Q4	$311K	Buy	445 +33	+8%	+$21.2K	0.03%	476
2024 Q3	$219K	Buy	412 +4	+1%	+$2.01K	0.02%	572
2024 Q2	$241K	Hold	408	–	–	0.02%	510
2024 Q1	$256K	Buy	408 +173	+74%	+$104K	0.03%	474
2023 Q4	$136K	Buy	235 +6	+3%	+$2.89K	0.02%	589
2023 Q3	$113K	Buy	229 +3	+1%	+$1.57K	0.02%	621
2023 Q2	$120K	Sell	226 -25	-10%	-$11.7K	0.02%	593
2023 Q1	$105K	Buy	+251	New	+$91.6K	0.02%	571
2020 Q2	–	Sell	-3,185	Closed	-$524K	–	328
2020 Q1	$524K	Buy	+3,185	New	+$529K	0.02%	220

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's HUBS Position: Q1 2026 in Review

Sunbelt Securities reduced its HubSpot (HUBS) stake by 66% in Q1 2026, selling an estimated $66.2K and leaving 123 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Sunbelt Securities first reported a position in HUBS in Q1 2020 and has held it in 14 quarters since. The position peaked at $524K in Q1 2020. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Sunbelt Securities held 123 shares of HubSpot worth $30K as of Q1 2026.
Sunbelt Securities sold 236 HubSpot shares in Q1 2026, an estimated $66.2K.
HubSpot made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1171 holding.
Sunbelt Securities first reported a position in HubSpot in Q1 2020 and has held it in 14 quarters since.
Sunbelt Securities's HubSpot position peaked at $524K in Q1 2020.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.