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Beacon Financial Advisory’s HP HPQ Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$443K Sell
23,035
-430
-2% -$8.36K 0.1% 247
2025
Q4 		$523K Sell
23,465
-1,080
-4% -$27.5K 0.12% 211
2025
Q3 		$668K Sell
24,545
-18
-0.1% -$480 0.15% 165
2025
Q2 		$601K Buy
24,563
+682
+3% +$17.4K 0.16% 172
2025
Q1 		$661K Sell
23,881
-122
-0.5% -$3.86K 0.2% 132
2024
Q4 		$783K Buy
24,003
+1,935
+9% +$69.6K 0.25% 110
2024
Q3 		$792K Sell
22,068
-356
-2% -$12.5K 0.27% 106
2024
Q2 		$785K Sell
22,424
-5,889
-21% -$187K 0.29% 100
2024
Q1 		$856K Buy
+28,313
New +$833K 0.42% 67

Other funds holding HPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's HPQ Position: Q1 2026 in Review

Beacon Financial Advisory reduced its HP (HPQ) stake by 1.8% in Q1 2026, selling an estimated $8.36K and leaving 23,035 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #247.

Beacon Financial Advisory first reported a position in HPQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $856K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Beacon Financial Advisory held 23,035 shares of HP worth $443K as of Q1 2026.
  • Beacon Financial Advisory sold 430 HP shares in Q1 2026, an estimated $8.36K.
  • HP made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #247 holding.
  • Beacon Financial Advisory first reported a position in HP in Q1 2024 and has held it in 9 quarters since.
  • Beacon Financial Advisory's HP position peaked at $856K in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.