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Cherry Tree Wealth Management’s HP HPQ Stock Holding History

Cherry Tree 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
2026
Q1 		$596 Hold
31
– – ﹤0.01% 558
2025
Q4 		$691 Hold
31
– – ﹤0.01% 559
2025
Q3 		$845 Hold
31
– – ﹤0.01% 548
2025
Q2 		$759 Hold
31
– – ﹤0.01% 568
2025
Q1 		$859 Hold
31
– – ﹤0.01% 693
2024
Q4 		$1.01K Sell
31
-196
-86% -$7.05K ﹤0.01% 572
2024
Q3 		$8.14K Hold
227
– – ﹤0.01% 440
2024
Q2 		$7.95K Hold
227
– – ﹤0.01% 421
2024
Q1 		$6.86K Hold
227
– – ﹤0.01% 414
2023
Q4 		$6.83K Hold
227
– – ﹤0.01% 401
2023
Q3 		$5.83K Hold
227
– – ﹤0.01% 389
2023
Q2 		$6.97K Buy
+227
New +$6.81K ﹤0.01% 373

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's HPQ Position: Q1 2026 in Review

Cherry Tree Wealth Management held its HP (HPQ) position steady in Q1 2026 at 31 shares worth $596. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Cherry Tree Wealth Management first reported a position in HPQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.14K in Q3 2024. 1,034 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Cherry Tree Wealth Management held 31 shares of HP worth $596 as of Q1 2026.
  • Cherry Tree Wealth Management left its HP share count unchanged in Q1 2026.
  • HP made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #558 holding.
  • Cherry Tree Wealth Management first reported a position in HP in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's HP position peaked at $8.14K in Q3 2024.
  • 1,034 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.