Compass Financial Services’s HP HPQ Stock Holding History

Compass Financial Services’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	-160	Closed	-$4.43K	–	310
2025 Q1	$4.43K	Buy	+160	New	+$5.06K	﹤0.01%	239

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Financial Services's HPQ Position: Q2 2025 in Review

Compass Financial Services sold out of HP (HPQ) in Q2 2025, closing a stake of 160 shares — an estimated $4.43K sold.

Compass Financial Services first reported a position in HPQ in Q1 2025 and held it in 1 quarter. The position peaked at $4.43K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

Compass Financial Services reported no remaining HP position as of Q2 2025 after selling out during the quarter.
Compass Financial Services sold 160 HP shares in Q2 2025, an estimated $4.43K.
Compass Financial Services first reported a position in HP in Q1 2025 and held it in 1 quarter.
Compass Financial Services's HP position peaked at $4.43K in Q1 2025.
1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.