AWE
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Avidian Wealth Enterprises’s HP HPQ Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-10,163
Closed -$281K – 565
2025
Q1 		$281K Buy
10,163
+2,606
+34% +$82.4K 0.01% 436
2024
Q4 		$247K Sell
7,557
-177
-2% -$6.36K 0.01% 441
2024
Q3 		$277K Buy
7,734
+316
+4% +$11.1K 0.01% 409
2024
Q2 		$260K Buy
+7,418
New +$235K 0.01% 421
2023
Q2 		– Sell
-22,151
Closed -$650K – 447
2023
Q1 		$650K Sell
22,151
-3,440
-13% -$98.8K 0.04% 253
2022
Q4 		$688K Buy
25,591
+1
+0% +$28 0.04% 230
2022
Q3 		$638K Sell
25,590
-368
-1% -$11.3K 0.05% 200
2022
Q2 		$851K Buy
25,958
+76
+0.3% +$2.79K 0.06% 183
2022
Q1 		$940K Buy
25,882
+958
+4% +$35.4K 0.06% 204
2021
Q4 		$939K Buy
24,924
+473
+2% +$15.5K 0.06% 198
2021
Q3 		$669K Buy
24,451
+151
+0.6% +$4.34K 0.05% 177
2021
Q2 		$734K Hold
24,300
– – 0.06% 161
2021
Q1 		$772K Buy
24,300
+1,333
+6% +$36.8K 0.07% 150
2020
Q4 		$565K Sell
22,967
-185
-0.8% -$3.88K 0.05% 167
2020
Q3 		$440K Hold
23,152
– – 0.05% 173
2020
Q2 		$404K Buy
23,152
+6,000
+35% +$95.3K 0.05% 154
2020
Q1 		$298K Buy
+17,152
New +$347K 0.05% 146

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avidian Wealth Enterprises's HPQ Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of HP (HPQ) in Q2 2025, closing a stake of 10,163 shares — an estimated $281K sold.

Avidian Wealth Enterprises first reported a position in HPQ in Q1 2020 and held it in 17 quarters. The position peaked at $940K in Q1 2022. 1,100 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,163 HP shares in Q2 2025, an estimated $281K.
  • Avidian Wealth Enterprises first reported a position in HP in Q1 2020 and held it in 17 quarters.
  • Avidian Wealth Enterprises's HP position peaked at $940K in Q1 2022.
  • 1,100 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.