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Concord Wealth Partners’s HP HPQ Stock Holding History

Concord Wealth Partners’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 		– Sell
-711
Closed -$15.8K – 451
2025
Q4 		$15.8K Buy
711
+5
+0.7% +$127 ﹤0.01% 476
2025
Q3 		$19.2K Sell
706
-45
-6% -$1.2K ﹤0.01% 462
2025
Q2 		$18.4K Buy
751
+5
+0.7% +$127 ﹤0.01% 477
2025
Q1 		$20.6K Buy
746
+56
+8% +$1.77K ﹤0.01% 431
2024
Q4 		$22.5K Buy
690
+4
+0.6% +$144 ﹤0.01% 437
2024
Q3 		$24.6K Buy
686
+3
+0.4% +$106 ﹤0.01% 442
2024
Q2 		$23.9K Buy
683
+5
+0.7% +$159 ﹤0.01% 405
2024
Q1 		$20.5K Buy
678
+4
+0.6% +$118 ﹤0.01% 483
2023
Q4 		$20.3K Sell
674
-195
-22% -$5.46K ﹤0.01% 477
2023
Q3 		$22.3K Buy
869
+4
+0.5% +$123 ﹤0.01% 492
2023
Q2 		$26.6K Buy
865
+299
+53% +$8.98K 0.01% 461
2023
Q1 		$16.6K Sell
566
-116
-17% -$3.33K ﹤0.01% 520
2022
Q4 		$18.3K Buy
+682
New +$18.9K 0.01% 540
2022
Q3 		– Sell
-1,167
Closed -$38K – 578
2022
Q2 		$38K Sell
1,167
-5,822
-83% -$214K 0.01% 416
2022
Q1 		$254K Sell
6,989
-239
-3% -$8.83K 0.07% 152
2021
Q4 		$272K Buy
7,228
+5,251
+266% +$172K 0.07% 147
2021
Q3 		$54K Sell
1,977
-3,565
-64% -$102K 0.02% 201
2021
Q2 		$167K Buy
5,542
+606
+12% +$19.4K 0.05% 159
2021
Q1 		$157K Buy
4,936
+4,838
+4,937% +$134K 0.05% 153
2020
Q4 		$2K Buy
+98
New +$2.06K ﹤0.01% 531

Other funds holding HPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's HPQ Position: Q1 2026 in Review

Concord Wealth Partners sold out of HP (HPQ) in Q1 2026, closing a stake of 711 shares — an estimated $15.8K sold.

Concord Wealth Partners first reported a position in HPQ in Q4 2020 and held it in 20 quarters. The position peaked at $272K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Concord Wealth Partners reported no remaining HP position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 711 HP shares in Q1 2026, an estimated $15.8K.
  • Concord Wealth Partners first reported a position in HP in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's HP position peaked at $272K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.