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Congress Wealth Management’s HP HPQ Stock Holding History

Congress 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 		$447K Buy
+18,272
New +$466K ﹤0.01% 958
2025
Q1 		– Sell
-12,770
Closed -$417K – 1091
2024
Q4 		$417K Buy
12,770
+1,199
+10% +$43.1K 0.01% 683
2024
Q3 		$415K Buy
+11,571
New +$408K 0.01% 667

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management opened a new position in HP (HPQ) in Q2 2025: 18,272 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in HPQ as recently as Q4 2024.

Congress Wealth Management first reported a position in HPQ in Q3 2024 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Congress Wealth Management held 18,272 shares of HP worth $447K as of Q2 2025.
  • HP was a new Congress Wealth Management position in Q2 2025.
  • HP made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #958 holding.
  • Congress Wealth Management first reported a position in HP in Q3 2024 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held HP as of Q2 2025.

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