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Avantax Advisory Services’s HP HPQ Stock Holding History

Avantax Advisory Services’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
Q2 		$2.01M Buy
82,217
+24,860
+43% +$634K 0.01% 795
2025
Q1 		$1.59M Buy
57,357
+8,358
+17% +$264K 0.01% 868
2024
Q4 		$1.6M Sell
48,999
-13,137
-21% -$472K 0.01% 832
2024
Q3 		$2.23M Buy
62,136
+3,622
+6% +$128K 0.01% 649
2024
Q2 		$2.05M Buy
58,514
+35,432
+154% +$1.12M 0.01% 654
2024
Q1 		$698K Sell
23,082
-503
-2% -$14.8K 0.01% 897
2023
Q4 		$710K Buy
23,585
+2,810
+14% +$78.7K 0.01% 846
2023
Q3 		$534K Buy
20,775
+343
+2% +$10.5K 0.01% 918
2023
Q2 		$627K Sell
20,432
-63
-0.3% -$1.89K 0.01% 860
2023
Q1 		$602K Sell
20,495
-393
-2% -$11.3K 0.01% 833
2022
Q4 		$561K Buy
20,888
+2,214
+12% +$61.3K 0.01% 812
2022
Q3 		$465K Buy
18,674
+3,203
+21% +$98.4K 0.01% 808
2022
Q2 		$507K Sell
15,471
-3,639
-19% -$134K 0.01% 776
2022
Q1 		$685K Buy
19,110
+4,444
+30% +$164K 0.01% 674
2021
Q4 		$553K Buy
14,666
+1,102
+8% +$36K 0.01% 725
2021
Q3 		$373K Buy
13,564
+1,353
+11% +$38.9K 0.01% 828
2021
Q2 		$369K Buy
12,211
+896
+8% +$28.6K 0.01% 816
2021
Q1 		$359K Buy
11,315
+1,613
+17% +$44.5K 0.01% 733
2020
Q4 		$238K Sell
9,702
-11,967
-55% -$251K 0.01% 821
2020
Q3 		$410K Buy
21,669
+11,170
+106% +$204K 0.01% 880
2020
Q2 		$183K Buy
+10,499
New +$167K 0.01% 798
2020
Q1 		– Sell
-9,867
Closed -$201K – 842
2019
Q4 		$201K Buy
+9,867
New +$187K ﹤0.01% 779

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

Avantax Advisory Services's HPQ Position: Q2 2025 in Review

Avantax Advisory Services increased its HP (HPQ) stake by 43% in Q2 2025, buying an estimated $634K and bringing the position to 82,217 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #795.

Avantax Advisory Services first reported a position in HPQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.23M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Avantax Advisory Services held 82,217 shares of HP worth $2.01M as of Q2 2025.
  • Avantax Advisory Services bought 24,860 HP shares in Q2 2025, an estimated $634K.
  • HP made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #795 holding.
  • Avantax Advisory Services first reported a position in HP in Q4 2019 and has held it in 22 quarters since.
  • Avantax Advisory Services's HP position peaked at $2.23M in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.