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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

HUBS holding history

HubSpot Inc in every 13F filed by Aviso Wealth Management, 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
9
Since Q4 2023
Holdings of HUBS by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,057−100.0%Sold outHolders
Q4 20251,057$424.4K0.2%−154−12.7%ReducedHolders
Q3 20251,211$566.3K0.2%−96−7.3%ReducedHolders
Q2 20251,307$727.2K0.3%−46−3.4%ReducedHolders
Q1 20251,353$772.7K0.4%−361−21.1%ReducedHolders
Q4 20241,714$1.19M0.6%−48−2.7%ReducedHolders
Q3 20241,762$936.4K0.5%+367+26.3%AddedHolders
Q2 20241,395$822.8K0.5%+6+0.4%AddedHolders
Q1 20241,389$870.3K0.5%+55+4.1%AddedHolders
Q4 20231,334$774.4K0.6%–No prior filingHolders