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Transamerica Financial Advisors’s HubSpot HUBS Stock Holding History

Transamerica Financial Advisors’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 		$2.74K Sell
15
-28
-65% -$5.86K ﹤0.01% 1244
2026
Q1 		$10.5K Buy
43
+23
+115% +$6.45K ﹤0.01% 914
2025
Q4 		$8.03K Buy
20
+8
+67% +$3.31K ﹤0.01% 883
2025
Q3 		$5.61K Buy
+12
New +$6.04K ﹤0.01% 844

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

Transamerica Financial Advisors's HUBS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its HubSpot (HUBS) stake by 65% in Q2 2026, selling an estimated $5.86K and leaving 15 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Transamerica Financial Advisors first reported a position in HUBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.5K in Q1 2026. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Transamerica Financial Advisors held 15 shares of HubSpot worth $2.74K as of Q2 2026.
  • Transamerica Financial Advisors sold 28 HubSpot shares in Q2 2026, an estimated $5.86K.
  • HubSpot made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1244 holding.
  • Transamerica Financial Advisors first reported a position in HubSpot in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's HubSpot position peaked at $10.5K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.