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Aegis Wealth Management (Maryland)’s HP HPQ Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,982
Closed -$221K – 126
2025
Q2 		$221K Hold
7,982
– – 0.13% 110
2025
Q1 		$221K Sell
7,982
-3
-0% -$95 0.13% 114
2024
Q4 		$261K Buy
+7,985
New +$287K 0.18% 96

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s HPQ Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of HP (HPQ) in Q3 2025, closing a stake of 7,982 shares — an estimated $221K sold.

Aegis Wealth Management (Maryland) first reported a position in HPQ in Q4 2024 and held it in 3 quarters. The position peaked at $261K in Q4 2024. 1,108 funds tracked by Wall St. Rank hold HPQ as of Q3 2025.

  • Aegis Wealth Management (Maryland) reported no remaining HP position as of Q3 2025 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 7,982 HP shares in Q3 2025, an estimated $221K.
  • Aegis Wealth Management (Maryland) first reported a position in HP in Q4 2024 and held it in 3 quarters.
  • Aegis Wealth Management (Maryland)'s HP position peaked at $261K in Q4 2024.
  • 1,108 funds tracked by Wall St. Rank held HP as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.