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Planning Strategies Inc.’s HubSpot HUBS Stock Holding History

Planning Strategies Inc.’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 		$10.2K Buy
+56
New +$11.7K 0.01% 321

Other funds holding HUBS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Planning Strategies Inc.'s HUBS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in HubSpot (HUBS) in Q2 2026: 56 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

134 funds tracked by Wall St. Rank hold HUBS as of Q2 2026.

  • Planning Strategies Inc. held 56 shares of HubSpot worth $10.2K as of Q2 2026.
  • HubSpot was a new Planning Strategies Inc. position in Q2 2026.
  • HubSpot made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #321 holding.
  • 134 funds tracked by Wall St. Rank held HubSpot as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.