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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s HP HPQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-1,039
Closed -$23.2K – 544
2025
Q4 		$23.2K Sell
1,039
-1,967
-65% -$50.1K 0.01% 367
2025
Q3 		$81.9K Buy
3,006
+70
+2% +$1.86K 0.03% 228
2025
Q2 		$71.8K Buy
2,936
+685
+30% +$17.5K 0.02% 229
2025
Q1 		$62.3K Buy
2,251
+451
+25% +$14.3K 0.02% 238
2024
Q4 		$58.8K Sell
1,800
-356
-17% -$12.8K 0.02% 240
2024
Q3 		$77.4K Buy
2,156
+14
+0.7% +$493 0.04% 179
2024
Q2 		$75K Buy
2,142
+55
+3% +$1.75K 0.04% 175
2024
Q1 		$63.1K Buy
+2,087
New +$61.4K 0.04% 176

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HPQ Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of HP (HPQ) in Q1 2026, closing a stake of 1,039 shares — an estimated $23.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HPQ in Q1 2024 and held it in 8 quarters. The position peaked at $81.9K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining HP position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,039 HP shares in Q1 2026, an estimated $23.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HP in Q1 2024 and held it in 8 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HP position peaked at $81.9K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.