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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
Q2 		– Sell
-1,073
Closed -$262K – 1311
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 $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

Wealthspire Advisors (New York)'s HUBS Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of HubSpot (HUBS) in Q2 2026, closing a stake of 1,073 shares — an estimated $262K sold.

Wealthspire Advisors (New York) first reported a position in HUBS in Q1 2025 and held it in 5 quarters. The position peaked at $328K in Q4 2025. 599 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining HubSpot position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,073 HubSpot shares in Q2 2026, an estimated $262K.
  • Wealthspire Advisors (New York) first reported a position in HubSpot in Q1 2025 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s HubSpot position peaked at $328K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.