BFC
HCP

Bedel Financial Consulting’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Bedel Financial Consulting’s Portfolio HCP Stock Details HCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,360
Closed -$353K – 275
2024
Q4 		$353K Hold
10,360
– – 0.05% 193
2024
Q3 		$351K Hold
10,360
– – 0.05% 184
2024
Q2 		$349K Hold
10,360
– – 0.05% 173
2024
Q1 		$279K Hold
10,360
– – 0.04% 204
2023
Q4 		$245K Hold
10,360
– – 0.04% 213
2023
Q3 		$237K Hold
10,360
– – 0.05% 204
2023
Q2 		$271K Hold
10,360
– – 0.06% 192
2023
Q1 		$303K Buy
+10,360
New +$309K 0.07% 164

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bedel Financial Consulting's HCP Position: Q1 2025 in Review

Bedel Financial Consulting sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 10,360 shares — an estimated $353K sold.

Bedel Financial Consulting first reported a position in HCP in Q1 2023 and held it in 8 quarters. The position peaked at $353K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Bedel Financial Consulting reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 10,360 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $353K.
  • Bedel Financial Consulting first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2023 and held it in 8 quarters.
  • Bedel Financial Consulting's HashiCorp, Inc. Class A Common Stock position peaked at $353K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Bedel Financial Consulting's 13F filing for Q1 2025, filed 7 May 2025.