Essential Planning’s HP HPQ Stock Holding History

Essential Planning’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 Q1	–	Sell	-11,960	Closed	-$430K	–	166
2024 Q4	$430K	Buy	+11,960	New	+$430K	﹤0.01%	279

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Essential Planning's HPQ Position: Q1 2025 in Review

Essential Planning sold out of HP (HPQ) in Q1 2025, closing a stake of 11,960 shares — an estimated $430K sold.

Essential Planning first reported a position in HPQ in Q4 2024 and held it in 1 quarter. The position peaked at $430K in Q4 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

Essential Planning reported no remaining HP position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 11,960 HP shares in Q1 2025, an estimated $430K.
Essential Planning first reported a position in HP in Q4 2024 and held it in 1 quarter.
Essential Planning's HP position peaked at $430K in Q4 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.