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EP Wealth Advisors’s HP HPQ Stock Holding History

EP Wealth Advisors’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
Q2 		$1.06M Buy
48,480
+11,214
+30% +$248K ﹤0.01% 729
2026
Q1 		$716K Sell
37,266
-10,158
-21% -$198K ﹤0.01% 756
2025
Q4 		$1.06M Buy
+47,424
New +$1.21M 0.01% 608
2025
Q2 		$977K Buy
39,945
+3,830
+11% +$97.6K 0.01% 571
2025
Q1 		$1M Buy
36,115
+1,735
+5% +$54.9K 0.01% 498
2024
Q4 		$1.12M Buy
34,380
+599
+2% +$21.5K 0.01% 472
2024
Q3 		$1.21M Buy
33,781
+5,937
+21% +$209K 0.01% 453
2024
Q2 		$975K Buy
27,844
+4,449
+19% +$141K 0.01% 396
2024
Q1 		$707K Sell
23,395
-9,185
-28% -$270K 0.01% 442
2023
Q4 		$980K Buy
32,580
+12,946
+66% +$363K 0.01% 365
2023
Q3 		$505K Buy
19,634
+442
+2% +$13.6K 0.01% 465
2023
Q2 		$591K Buy
19,192
+1,147
+6% +$34.4K 0.01% 432
2023
Q1 		$287K Buy
18,045
+1,104
+7% +$31.7K ﹤0.01% 494
2022
Q4 		$455K Buy
16,941
+888
+6% +$24.6K 0.01% 400
2022
Q3 		$400K Sell
16,053
-2,709
-14% -$83.2K 0.01% 292
2022
Q2 		$615K Sell
18,762
-933
-5% -$34.2K 0.01% 332
2022
Q1 		$715K Buy
19,695
+2,876
+17% +$106K 0.02% 311
2021
Q4 		$634K Sell
16,819
-448
-3% -$14.7K 0.02% 318
2021
Q3 		$472K Buy
17,267
+628
+4% +$18K 0.01% 345
2021
Q2 		$502K Buy
16,639
+1,831
+12% +$58.5K 0.01% 337
2021
Q1 		$470K Buy
+14,808
New +$409K 0.01% 338
2018
Q4 		– Sell
-10,201
Closed -$263K – 277
2018
Q3 		$263K Buy
+10,201
New +$246K 0.02% 235

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

EP Wealth Advisors's HPQ Position: Q2 2026 in Review

EP Wealth Advisors increased its HP (HPQ) stake by 30% in Q2 2026, buying an estimated $248K and bringing the position to 48,480 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #729.

EP Wealth Advisors first reported a position in HPQ in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.21M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • EP Wealth Advisors held 48,480 shares of HP worth $1.06M as of Q2 2026.
  • EP Wealth Advisors bought 11,214 HP shares in Q2 2026, an estimated $248K.
  • HP made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #729 holding.
  • EP Wealth Advisors first reported a position in HP in Q3 2018 and has held it in 22 quarters since.
  • EP Wealth Advisors's HP position peaked at $1.21M in Q3 2024.
  • 1,079 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.