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Cerro Pacific Wealth Advisors’s HP HPQ Stock Holding History

Cerro Pacific Wealth Advisors’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
-27,118
Closed -$885K – 166
2025
Q1 		$885K Buy
27,118
+274
+1% +$8.67K 0.29% 72
2024
Q4 		$963K Sell
26,844
-2,079
-7% -$74.7K 0.32% 69
2024
Q3 		$1.01M Hold
28,923
– – 0.38% 60
2024
Q2 		$1.01M Buy
+28,923
New +$918K 0.39% 61
2023
Q1 		$723K Buy
24,646
+11,149
+83% +$320K 0.4% 63
2022
Q4 		$363K Buy
+13,497
New +$374K 0.19% 119

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

Cerro Pacific Wealth Advisors's HPQ Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of HP (HPQ) in Q2 2025, closing a stake of 27,118 shares — an estimated $885K sold.

Cerro Pacific Wealth Advisors first reported a position in HPQ in Q4 2022 and held it in 6 quarters. The position peaked at $1.01M in Q3 2024. 1,100 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 27,118 HP shares in Q2 2025, an estimated $885K.
  • Cerro Pacific Wealth Advisors first reported a position in HP in Q4 2022 and held it in 6 quarters.
  • Cerro Pacific Wealth Advisors's HP position peaked at $1.01M in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.