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Compass Wealth Management’s HP HPQ Stock Holding History

Compass 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
2025
Q2 		– Sell
-1,200
Closed -$33.2K – 260
2025
Q1 		$33.2K Hold
1,200
– – 0.01% 283
2024
Q4 		$39.2K Sell
1,200
-5,350
-82% -$192K 0.01% 267
2024
Q3 		$235K Hold
6,550
– – 0.06% 152
2024
Q2 		$229K Sell
6,550
-800
-11% -$25.4K 0.06% 152
2024
Q1 		$222K Sell
7,350
-2,225
-23% -$65.5K 0.06% 152
2023
Q4 		$288K Sell
9,575
-2,275
-19% -$63.7K 0.08% 134
2023
Q3 		$305K Sell
11,850
-2,250
-16% -$69K 0.1% 128
2023
Q2 		$433K Sell
14,100
-400
-3% -$12K 0.13% 118
2023
Q1 		$426K Hold
14,500
– – 0.14% 120
2022
Q4 		$390K Buy
+14,500
New +$401K 0.13% 116

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Wealth Management's HPQ Position: Q2 2025 in Review

Compass Wealth Management sold out of HP (HPQ) in Q2 2025, closing a stake of 1,200 shares — an estimated $33.2K sold.

Compass Wealth Management first reported a position in HPQ in Q4 2022 and held it in 10 quarters. The position peaked at $433K in Q2 2023. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Compass Wealth Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,200 HP shares in Q2 2025, an estimated $33.2K.
  • Compass Wealth Management first reported a position in HP in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's HP position peaked at $433K in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

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