Beta Wealth Group
HPQ icon

Beta Wealth Group’s HP HPQ Stock Holding History

Beta Wealth Group’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
Q3 		$425K Buy
+13,595
New +$392K 0.16% 100
2014
Q1 		$1.74M Sell
118,267
-23,507
-17% -$316K 20.28% 1
2013
Q4 		$1.8M Buy
+141,774
New +$1.63M 22.83% 1

Other funds holding HPQ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Beta Wealth Group's HPQ Position: Q3 2026 in Review

Beta Wealth Group opened a new position in HP (HPQ) in Q3 2026: 13,595 shares worth $425K. The stake represents 0.16% of the portfolio and ranks #100 among its holdings. This is a return to the name: Beta Wealth Group previously reported a position in HPQ as recently as Q1 2014.

Beta Wealth Group first reported a position in HPQ in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2013. 1,046 funds tracked by Wall St. Rank hold HPQ as of Q3 2026.

  • Beta Wealth Group held 13,595 shares of HP worth $425K as of Q3 2026.
  • HP was a new Beta Wealth Group position in Q3 2026.
  • HP made up 0.16% of Beta Wealth Group's portfolio in Q3 2026, its #100 holding.
  • Beta Wealth Group first reported a position in HP in Q4 2013 and has held it in 3 quarters since.
  • Beta Wealth Group's HP position peaked at $1.8M in Q4 2013.
  • 1,046 funds tracked by Wall St. Rank held HP as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.