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True Wealth Design’s HubSpot HUBS Stock Holding History

True Wealth Design’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 		$49.6K Buy
272
+77
+39% +$16.1K 0.01% 491
2026
Q1 		$47.6K Buy
195
+137
+236% +$38.4K 0.01% 420
2025
Q4 		$23.3K Sell
58
-25
-30% -$10.4K 0.01% 561
2025
Q3 		$38.8K Sell
83
-39
-32% -$19.6K 0.01% 387
2025
Q2 		$67.9K Sell
122
-6
-5% -$3.51K 0.02% 162
2025
Q1 		$73.1K Buy
128
+1
+0.8% +$701 0.03% 135
2024
Q4 		$88.5K Buy
127
+10
+9% +$6.43K 0.03% 82
2024
Q3 		$62.2K Buy
+117
New +$58.8K 0.02% 102

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

True Wealth Design's HUBS Position: Q2 2026 in Review

True Wealth Design increased its HubSpot (HUBS) stake by 39% in Q2 2026, buying an estimated $16.1K and bringing the position to 272 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #491.

True Wealth Design first reported a position in HUBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $88.5K in Q4 2024. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • True Wealth Design held 272 shares of HubSpot worth $49.6K as of Q2 2026.
  • True Wealth Design bought 77 HubSpot shares in Q2 2026, an estimated $16.1K.
  • HubSpot made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #491 holding.
  • True Wealth Design first reported a position in HubSpot in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's HubSpot position peaked at $88.5K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.