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Whittier Trust’s HubSpot HUBS Stock Holding History

Whittier Trust’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 		$20.2K Sell
104
-12
-10% -$2.51K ﹤0.01% 1027
2026
Q1 		$28.4K Buy
116
+12
+12% +$3.37K ﹤0.01% 938
2025
Q4 		$41.2K Sell
104
-6
-5% -$2.48K ﹤0.01% 909
2025
Q3 		$49.7K Buy
110
+58
+112% +$29.2K ﹤0.01% 851
2025
Q2 		$28.9K Buy
52
+30
+136% +$17.6K ﹤0.01% 1049
2025
Q1 		$12.6K Hold
22
– – ﹤0.01% 1190
2024
Q4 		$15.3K Buy
+22
New +$14.1K ﹤0.01% 1174
2024
Q3 		– Sell
-59
Closed -$34.8K – 1563
2024
Q2 		$34.8K Hold
59
– – ﹤0.01% 981
2024
Q1 		$37K Sell
59
-46
-44% -$27.6K ﹤0.01% 993
2023
Q4 		$61K Buy
105
+103
+5,150% +$49.6K ﹤0.01% 875
2023
Q3 		$985 Buy
+2
New +$1.04K ﹤0.01% 1518
2023
Q1 		– Sell
-6
Closed -$1.73K – 1623
2022
Q4 		$1.73K Buy
+6
New +$1.7K ﹤0.01% 1500
2022
Q3 		– Sell
-3
Closed -$1K – 1699
2022
Q2 		$1K Sell
3
-119
-98% -$43.5K ﹤0.01% 1615
2022
Q1 		$58K Buy
122
+3
+3% +$1.45K ﹤0.01% 937
2021
Q4 		$78K Hold
119
– – ﹤0.01% 878
2021
Q3 		$80K Buy
+119
New +$76.7K ﹤0.01% 827

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

Whittier Trust's HUBS Position: Q2 2026 in Review

Whittier Trust reduced its HubSpot (HUBS) stake by 10% in Q2 2026, selling an estimated $2.51K and leaving 104 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Whittier Trust first reported a position in HUBS in Q3 2021 and has held it in 16 quarters since. The position peaked at $80K in Q3 2021. 594 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Whittier Trust held 104 shares of HubSpot worth $20.2K as of Q2 2026.
  • Whittier Trust sold 12 HubSpot shares in Q2 2026, an estimated $2.51K.
  • HubSpot made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1027 holding.
  • Whittier Trust first reported a position in HubSpot in Q3 2021 and has held it in 16 quarters since.
  • Whittier Trust's HubSpot position peaked at $80K in Q3 2021.
  • 594 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.