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United Capital Financial Advisors’s HubSpot HUBS Stock Holding History

United Capital 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 		$491K Sell
2,689
-454
-14% -$94.9K ﹤0.01% 1131
2026
Q1 		$767K Buy
3,143
+1,946
+163% +$546K ﹤0.01% 874
2025
Q4 		$480K Sell
1,197
-4
-0.3% -$1.66K ﹤0.01% 979
2025
Q3 		$562K Buy
1,201
+324
+37% +$163K ﹤0.01% 830
2025
Q2 		$488K Sell
877
-146
-14% -$85.5K ﹤0.01% 789
2025
Q1 		$584K Buy
1,023
+219
+27% +$154K 0.01% 703
2024
Q4 		$560K Sell
804
-17
-2% -$10.9K ﹤0.01% 698
2024
Q3 		$436K Sell
821
-25
-3% -$12.6K ﹤0.01% 762
2024
Q2 		$499K Sell
846
-1,270
-60% -$779K ﹤0.01% 716
2024
Q1 		$1.33M Buy
2,116
+186
+10% +$112K 0.01% 504
2023
Q4 		$1.12M Sell
1,930
-617
-24% -$297K 0.01% 533
2023
Q3 		$1.25M Buy
2,547
+2,148
+538% +$1.12M 0.01% 478
2023
Q2 		$212K Sell
399
-96
-19% -$45K ﹤0.01% 840
2023
Q1 		$212K Buy
+495
New +$181K ﹤0.01% 914
2022
Q3 		– Sell
-3,193
Closed -$960K – 1113
2022
Q2 		$960K Sell
3,193
-196
-6% -$71.6K 0.01% 642
2022
Q1 		$1.61M Sell
3,389
-589
-15% -$285K 0.01% 563
2021
Q4 		$2.62M Buy
3,978
+396
+11% +$300K 0.01% 487
2021
Q3 		$2.42M Buy
3,582
+3,173
+776% +$2.04M 0.01% 486
2021
Q2 		$238K Buy
+409
New +$213K ﹤0.01% 1096

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

United Capital Financial Advisors's HUBS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its HubSpot (HUBS) stake by 14% in Q2 2026, selling an estimated $94.9K and leaving 2,689 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

United Capital Financial Advisors first reported a position in HUBS in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2021. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • United Capital Financial Advisors held 2,689 shares of HubSpot worth $491K as of Q2 2026.
  • United Capital Financial Advisors sold 454 HubSpot shares in Q2 2026, an estimated $94.9K.
  • HubSpot made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1131 holding.
  • United Capital Financial Advisors first reported a position in HubSpot in Q2 2021 and has held it in 19 quarters since.
  • United Capital Financial Advisors's HubSpot position peaked at $2.62M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

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