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RAFFA WEALTH MANAGEMENT, LLC’s HubSpot HUBS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$730 Sell
4
-4
-50% -$836 ﹤0.01% 1115
2026
Q1 		$1.95K Hold
8
– – ﹤0.01% 758
2025
Q4 		$3.21K Hold
8
– – ﹤0.01% 618
2025
Q3 		$3.74K Buy
8
+3
+60% +$1.51K ﹤0.01% 547
2025
Q2 		$2.78K Hold
5
– – ﹤0.01% 620
2025
Q1 		$2.86K Sell
5
-1
-17% -$701 ﹤0.01% 554
2024
Q4 		$4.18K Hold
6
– – ﹤0.01% 476
2024
Q3 		$3.19K Sell
6
-19
-76% -$9.54K ﹤0.01% 520
2024
Q2 		$14.7K Buy
25
+19
+317% +$11.7K ﹤0.01% 384
2024
Q1 		$3.76K Hold
6
– – ﹤0.01% 558
2023
Q4 		$3.48K Hold
6
– – ﹤0.01% 466
2023
Q3 		$2.96K Hold
6
– – ﹤0.01% 480
2023
Q2 		$3.19K Hold
6
– – ﹤0.01% 479
2023
Q1 		$2.57K Hold
6
– – ﹤0.01% 542
2022
Q4 		$1.74K Hold
6
– – ﹤0.01% 634
2022
Q3 		$1.62K Hold
6
– – ﹤0.01% 658
2022
Q2 		$1.8K Sell
6
-3
-33% -$1.1K ﹤0.01% 634
2022
Q1 		$4.27K Buy
9
+1
+13% +$484 ﹤0.01% 439
2021
Q4 		$5.27K Hold
8
– – ﹤0.01% 417
2021
Q3 		$5.41K Hold
8
– – ﹤0.01% 363
2021
Q2 		$4.66K Hold
8
– – ﹤0.01% 394
2021
Q1 		$3.63K Buy
8
+6
+300% +$2.64K ﹤0.01% 478
2020
Q4 		$793 Buy
+2
New +$702 ﹤0.01% 790

Other funds holding HUBS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HUBS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its HubSpot (HUBS) stake by 50% in Q2 2026, selling an estimated $836 and leaving 4 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HUBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.7K in Q2 2024. 136 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 4 shares of HubSpot worth $730 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 4 HubSpot shares in Q2 2026, an estimated $836.
  • HubSpot made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1115 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in HubSpot in Q4 2020 and has held it in 23 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's HubSpot position peaked at $14.7K in Q2 2024.
  • 136 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.