Tower View Wealth Management’s HubSpot HUBS Stock Holding History

Tower View 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	–	Sell	-27	Closed	-$6.59K	–	210
2026 Q1	$6.59K	Hold	27	–	–	﹤0.01%	164
2025 Q4	$10.8K	Buy	+27	New	+$11.2K	0.01%	130
2025 Q3	–	Sell	-27	Closed	-$15K	–	188
2025 Q2	$15K	Hold	27	–	–	0.01%	129
2025 Q1	$15.4K	Hold	27	–	–	0.01%	112
2024 Q4	$18.8K	Hold	27	–	–	0.01%	106
2024 Q3	$14.4K	Hold	27	–	–	0.01%	118
2024 Q2	$15.9K	Hold	27	–	–	0.01%	113
2024 Q1	$16.9K	Hold	27	–	–	0.01%	117
2023 Q4	$16K	Hold	27	–	–	0.01%	114
2023 Q3	$13K	Hold	27	–	–	0.01%	110
2023 Q2	$14K	Buy	+27	New	+$12.7K	0.01%	111

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

Tower View Wealth Management's HUBS Position: Q2 2026 in Review

Tower View Wealth Management sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 27 shares — an estimated $6.59K sold.

Tower View Wealth Management first reported a position in HUBS in Q2 2023 and held it in 11 quarters. The position peaked at $18.8K in Q4 2024. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

Tower View Wealth Management reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
Tower View Wealth Management sold 27 HubSpot shares in Q2 2026, an estimated $6.59K.
Tower View Wealth Management first reported a position in HubSpot in Q2 2023 and held it in 11 quarters.
Tower View Wealth Management's HubSpot position peaked at $18.8K in Q4 2024.
599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.