Wiser Advisor Group’s HubSpot HUBS Stock Holding History

Wiser Advisor Group’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	–	230
2025 Q4	$803	Hold	2	–	–	﹤0.01%	228
2025 Q3	$936	Buy	+2	New	+$1.01K	﹤0.01%	239
2025 Q2	–	Sell	-2	Closed	-$1.14K	–	134
2025 Q1	$1.14K	Buy	+2	New	+$1.4K	﹤0.01%	252

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wiser Advisor Group's HUBS Position: Q1 2026 in Review

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

Wiser Advisor Group first reported a position in HUBS in Q1 2025 and held it in 3 quarters. The position peaked at $1.14K in Q1 2025. 677 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Wiser Advisor Group reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Wiser Advisor Group sold 2 HubSpot shares in Q1 2026, an estimated $803.
Wiser Advisor Group first reported a position in HubSpot in Q1 2025 and held it in 3 quarters.
Wiser Advisor Group's HubSpot position peaked at $1.14K in Q1 2025.
677 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.