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Wealthspire Advisors (New York)’s HubSpot HUBS Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$262K Buy
1,073
+255
+31% +$71.5K ﹤0.01% 769
2025
Q4 		$328K Buy
818
+148
+22% +$61.3K ﹤0.01% 770
2025
Q3 		$313K Buy
670
+284
+74% +$143K ﹤0.01% 645
2025
Q2 		$215K Sell
386
-4
-1% -$2.34K ﹤0.01% 766
2025
Q1 		$223K Buy
+390
New +$274K ﹤0.01% 710

Other funds holding HUBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s HUBS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its HubSpot (HUBS) stake by 31% in Q1 2026, buying an estimated $71.5K and bringing the position to 1,073 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Wealthspire Advisors (New York) first reported a position in HUBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $328K in Q4 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,073 shares of HubSpot worth $262K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 255 HubSpot shares in Q1 2026, an estimated $71.5K.
  • HubSpot made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #769 holding.
  • Wealthspire Advisors (New York) first reported a position in HubSpot in Q1 2025 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s HubSpot position peaked at $328K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.