Winnow Wealth’s HubSpot HUBS Stock Holding History

Winnow Wealth’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	-3	Closed	-$1.21K	–	325
2025 Q4	$1.21K	Hold	3	–	–	﹤0.01%	413
2025 Q3	$1.4K	Buy	+3	New	+$1.51K	﹤0.01%	384
2025 Q2	–	Sell	-2	Closed	-$702	–	401
2025 Q1	$702	Buy	2 +1	+100%	+$701	﹤0.01%	442
2024 Q4	$574	Buy	+1	New	+$643	﹤0.01%	413

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winnow Wealth's HUBS Position: Q1 2026 in Review

Winnow Wealth sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 3 shares — an estimated $1.21K sold.

Winnow Wealth first reported a position in HUBS in Q4 2024 and held it in 4 quarters. The position peaked at $1.4K in Q3 2025. 675 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Winnow Wealth reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3 HubSpot shares in Q1 2026, an estimated $1.21K.
Winnow Wealth first reported a position in HubSpot in Q4 2024 and held it in 4 quarters.
Winnow Wealth's HubSpot position peaked at $1.4K in Q3 2025.
675 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.