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Exencial Wealth Advisors’s HP HPQ Stock Holding History

Exencial 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
2025
Q4 		– Sell
-9,314
Closed -$254K – 556
2025
Q3 		$254K Buy
+9,314
New +$248K 0.01% 477
2024
Q4 		– Sell
-8,306
Closed -$298K – 508
2024
Q3 		$298K Buy
+8,306
New +$293K 0.01% 432

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Exencial Wealth Advisors's HPQ Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of HP (HPQ) in Q4 2025, closing a stake of 9,314 shares — an estimated $254K sold.

Exencial Wealth Advisors first reported a position in HPQ in Q3 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 1,089 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 9,314 HP shares in Q4 2025, an estimated $254K.
  • Exencial Wealth Advisors first reported a position in HP in Q3 2024 and held it in 2 quarters.
  • Exencial Wealth Advisors's HP position peaked at $298K in Q3 2024.
  • 1,089 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.