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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

HUBS holding history

HubSpot Inc in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2022
Holdings of HUBS by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,802−100.0%Sold outHolders
Q4 20251,802$723.1K<0.1%−481−21.1%ReducedHolders
Q3 20252,283$1.06M<0.1%+553+32.0%AddedHolders
Q2 20251,730$798.9K<0.1%+236+15.8%AddedHolders
Q1 20251,494$853.4K<0.1%+49+3.4%AddedHolders
Q4 20241,445$1.01M<0.1%+3+0.2%AddedHolders
Q3 20241,442$766.4K<0.1%+404+38.9%AddedHolders
Q2 20241,038$612.4K<0.1%+249+31.6%AddedHolders
Q1 2024789$466.2K<0.1%+132+20.1%AddedHolders
Q4 2023657$381.4K<0.1%−11−1.6%ReducedHolders
Q3 2023668$329.0K<0.1%+33+5.2%AddedHolders
Q2 2023635$337.9K<0.1%−49−7.2%ReducedHolders
Q1 2023684$293.3K<0.1%−256−27.2%ReducedHolders
Q4 2022940$271.8K<0.1%−214−18.5%ReducedHolders
Q3 20221,154$312.0K<0.1%−80−6.5%ReducedHolders
Q2 20221,234$371.0K<0.1%+695+128.9%AddedHolders
Q1 2022539$256.0K<0.1%+539NewHolders