Back to HUBS

Fusion Family Wealth, LLC → HUBS

Fusion Family Wealth, LLC HUBS Position History

HubSpot, Inc. • Technology

Quarters held
5
Latest value
$48.4M
Q3 2026
Peak value
$48.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.4M
Q4 2025$43.1M
Q1 2026$45.9M
Q2 2026$46.6M
Q3 2026$48.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$48.4M2.40M——
Q2 2026$46.6M2.29M——
Q1 2026$45.9M2.25M——
Q4 2025$43.1M2.09M——
Q3 2025$33.4M1.63M——

Other funds holding HUBS

Other Fusion Family Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$274.8M
VGES

VANGUARD INDEX FDS

$268.4M
VGES

VANGUARD INDEX FDS

$238.8M
VGES

VANGUARD INDEX FDS

$235.3M
VGES

VANGUARD INDEX FDS

$228.8M
IVZ

INVESCO EXCH TRADED FD TR II

$213.5M
IVZ

INVESCO EXCH TRADED FD TR II

$212.9M
IVZ

INVESCO EXCH TRADED FD TR II

$192.7M