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Axxcess Wealth Management’s HP HPQ Stock Holding History

Axxcess Wealth Management’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
-10,013
Closed -$277K – 903
2025
Q1 		$277K Sell
10,013
-442
-4% -$14K 0.01% 709
2024
Q4 		$341K Sell
10,455
-213
-2% -$7.66K 0.01% 641
2024
Q3 		$383K Sell
10,668
-103
-1% -$3.63K 0.01% 621
2024
Q2 		$377K Buy
10,771
+768
+8% +$24.4K 0.01% 586
2024
Q1 		$302K Buy
10,003
+53
+0.5% +$1.56K 0.01% 662
2023
Q4 		$299K Buy
9,950
+184
+2% +$5.15K 0.01% 645
2023
Q3 		$251K Buy
+9,766
New +$300K 0.01% 649
2022
Q3 		– Sell
-7,033
Closed -$231K – 580
2022
Q2 		$231K Sell
7,033
-1,730
-20% -$63.5K 0.02% 462
2022
Q1 		$318K Buy
8,763
+1,035
+13% +$38.2K 0.02% 461
2021
Q4 		$291K Buy
+7,728
New +$253K 0.02% 477

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

Axxcess Wealth Management's HPQ Position: Q2 2025 in Review

Axxcess Wealth Management sold out of HP (HPQ) in Q2 2025, closing a stake of 10,013 shares — an estimated $277K sold.

Axxcess Wealth Management first reported a position in HPQ in Q4 2021 and held it in 10 quarters. The position peaked at $383K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Axxcess Wealth Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,013 HP shares in Q2 2025, an estimated $277K.
  • Axxcess Wealth Management first reported a position in HP in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's HP position peaked at $383K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.