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Whipplewood Advisors’s HubSpot HUBS Stock Holding History

Whipplewood 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
Q1 		– Sell
-2
Closed -$803 – 1081
2025
Q4 		$803 Buy
+2
New +$828 ﹤0.01% 431
2025
Q3 		– Sell
-18
Closed -$10K – 709
2025
Q2 		$10K Sell
18
-5
-22% -$2.93K 0.01% 564
2025
Q1 		$8K Buy
23
+9
+64% +$6.31K ﹤0.01% 601
2024
Q4 		$9.76K Buy
+14
New +$9K 0.01% 558

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's HUBS Position: Q1 2026 in Review

Whipplewood Advisors sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 2 shares — an estimated $803 sold.

Whipplewood Advisors first reported a position in HUBS in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q2 2025. 680 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

  • Whipplewood Advisors reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2 HubSpot shares in Q1 2026, an estimated $803.
  • Whipplewood Advisors first reported a position in HubSpot in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's HubSpot position peaked at $10K in Q2 2025.
  • 680 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.