TD Private Client Wealth’s HubSpot HUBS Stock Holding History

TD Private Client Wealth’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	$1.47K	Buy	6 +4	+200%	+$1.12K	﹤0.01%	1334
2025 Q4	$803	Sell	2 -6	-75%	-$2.48K	﹤0.01%	1409
2025 Q3	$3.74K	Sell	8 -4	-33%	-$2.01K	﹤0.01%	1174
2025 Q2	$6.68K	Sell	12 -1,344	-99%	-$787K	﹤0.01%	1090
2025 Q1	$775K	Buy	1,356 +1,354	+67,700%	+$950K	0.02%	384
2024 Q4	$1.39K	Buy	+2	New	+$1.29K	﹤0.01%	1225
2024 Q2	–	Sell	-4	Closed	-$2.51K	–	1231
2024 Q1	$2.51K	Buy	+4	New	+$2.4K	﹤0.01%	1121
2022 Q4	–	Sell	-2	Closed	-$540	–	1234
2022 Q3	$540	Hold	2	–	–	﹤0.01%	1186
2022 Q2	$601	Buy	+2	New	+$730	﹤0.01%	1196
2021 Q1	–	Sell	-11	Closed	-$4.36K	–	1186
2020 Q4	$4.36K	Hold	11	–	–	﹤0.01%	901
2020 Q3	$3.21K	Hold	11	–	–	﹤0.01%	876
2020 Q2	$2.47K	Hold	11	–	–	﹤0.01%	896
2020 Q1	$1.47K	Sell	11 -8	-42%	-$1.33K	﹤0.01%	907
2019 Q4	$3.01K	Buy	+19	New	+$2.91K	﹤0.01%	869

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Private Client Wealth's HUBS Position: Q1 2026 in Review

TD Private Client Wealth increased its HubSpot (HUBS) stake by 200% in Q1 2026, buying an estimated $1.12K and bringing the position to 6 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

TD Private Client Wealth first reported a position in HUBS in Q4 2019 and has held it in 14 quarters since. The position peaked at $775K in Q1 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

TD Private Client Wealth held 6 shares of HubSpot worth $1.47K as of Q1 2026.
TD Private Client Wealth bought 4 HubSpot shares in Q1 2026, an estimated $1.12K.
HubSpot made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1334 holding.
TD Private Client Wealth first reported a position in HubSpot in Q4 2019 and has held it in 14 quarters since.
TD Private Client Wealth's HubSpot position peaked at $775K in Q1 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.