EFS
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Essex Financial Services’s HP HPQ Stock Holding History

Essex Financial Services’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 		$264K Sell
13,732
-1,799
-12% -$35K 0.01% 651
2025
Q4 		$346K Buy
15,531
+2,422
+18% +$61.7K 0.02% 557
2025
Q3 		$357K Buy
13,109
+685
+6% +$18.3K 0.02% 521
2025
Q2 		$304K Sell
12,424
-1,095
-8% -$27.9K 0.02% 545
2025
Q1 		$374K Buy
13,519
+561
+4% +$17.7K 0.03% 446
2024
Q4 		$423K Buy
12,958
+961
+8% +$34.5K 0.03% 414
2024
Q3 		$435K Buy
11,997
+415
+4% +$14.6K 0.03% 409
2024
Q2 		$382K Buy
11,582
+1,705
+17% +$54.1K 0.03% 429
2024
Q1 		$298K Buy
9,877
+223
+2% +$6.56K 0.03% 426
2023
Q4 		$291K Buy
9,654
+121
+1% +$3.39K 0.03% 397
2023
Q3 		$245K Buy
9,533
+51
+0.5% +$1.56K 0.03% 406
2023
Q2 		$291K Buy
9,482
+887
+10% +$26.6K 0.03% 376
2023
Q1 		$252K Sell
8,595
-72
-0.8% -$2.07K 0.03% 415
2022
Q4 		$232K Buy
8,667
+45
+0.5% +$1.25K 0.02% 430
2022
Q3 		$215K Sell
8,622
-148
-2% -$4.55K 0.03% 423
2022
Q2 		$287K Sell
8,770
-518
-6% -$19K 0.03% 360
2022
Q1 		$337K Buy
9,288
+62
+0.7% +$2.29K 0.03% 345
2021
Q4 		$348K Buy
9,226
+36
+0.4% +$1.18K 0.03% 340
2021
Q3 		$251K Buy
9,190
+166
+2% +$4.77K 0.03% 389
2021
Q2 		$287K Hold
9,024
– – 0.04% 334
2021
Q1 		$287K Buy
+9,024
New +$249K 0.05% 273

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

Essex Financial Services's HPQ Position: Q1 2026 in Review

Essex Financial Services reduced its HP (HPQ) stake by 12% in Q1 2026, selling an estimated $35K and leaving 13,732 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #651.

Essex Financial Services first reported a position in HPQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $435K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Essex Financial Services held 13,732 shares of HP worth $264K as of Q1 2026.
  • Essex Financial Services sold 1,799 HP shares in Q1 2026, an estimated $35K.
  • HP made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #651 holding.
  • Essex Financial Services first reported a position in HP in Q1 2021 and has held it in 21 quarters since.
  • Essex Financial Services's HP position peaked at $435K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.