Wealth Enhancement Advisory Services
HUBS icon

Wealth Enhancement Advisory Services’s HubSpot HUBS Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.03M Buy
27,807
+6,662
+32% +$1.39M 0.01% 1002
2026
Q1 		$4.69M Buy
21,145
+9,406
+80% +$2.64M 0.01% 929
2025
Q4 		$4.67M Buy
11,739
+3,396
+41% +$1.41M 0.01% 1053
2025
Q3 		$3.76M Buy
8,343
+3,074
+58% +$1.55M 0.01% 1103
2025
Q2 		$2.96M Sell
5,269
-1,024
-16% -$600K ﹤0.01% 1156
2025
Q1 		$3.6M Buy
6,293
+1,646
+35% +$1.15M 0.01% 959
2024
Q4 		$3.24M Buy
4,647
+1,450
+45% +$932K 0.01% 963
2024
Q3 		$1.7M Buy
3,197
+1,073
+51% +$539K ﹤0.01% 1139
2024
Q2 		$1.25M Buy
2,124
+265
+14% +$163K ﹤0.01% 1176
2024
Q1 		$1.16M Buy
1,859
+123
+7% +$73.9K ﹤0.01% 1164
2023
Q4 		$1.01M Buy
1,736
+207
+14% +$99.6K ﹤0.01% 1172
2023
Q3 		$753K Buy
+1,529
New +$799K ﹤0.01% 1218
2022
Q2 		– Sell
-8,559
Closed -$4.31M – 349
2022
Q1 		$4.31M Buy
8,559
+473
+6% +$229K 0.06% 143
2021
Q4 		$3.85M Buy
+8,086
New +$6.12M 0.06% 133

Other funds holding HUBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's HUBS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its HubSpot (HUBS) stake by 32% in Q2 2026, buying an estimated $1.39M and bringing the position to 27,807 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #1002.

Wealth Enhancement Advisory Services first reported a position in HUBS in Q4 2021 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,807 shares of HubSpot worth $5.03M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,662 HubSpot shares in Q2 2026, an estimated $1.39M.
  • HubSpot made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1002 holding.
  • Wealth Enhancement Advisory Services first reported a position in HubSpot in Q4 2021 and has held it in 14 quarters since.
  • 54 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.