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Forvis Mazars Wealth Advisors’s HP HPQ Stock Holding History

Forvis Mazars 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
Q1 		$3.57M Sell
185,765
-6,239
-3% -$121K 0.07% 112
2025
Q4 		$4.28M Sell
192,004
-8,171
-4% -$208K 0.08% 105
2025
Q3 		$5.45M Buy
200,175
+6,104
+3% +$163K 0.11% 88
2025
Q2 		$4.75M Sell
194,071
-5,581
-3% -$142K 0.1% 89
2025
Q1 		$5.53M Buy
199,652
+35,303
+21% +$1.12M 0.13% 80
2024
Q4 		$5.36M Sell
164,349
-915
-0.6% -$32.9K 0.12% 85
2024
Q3 		$5.93M Buy
165,264
+3,916
+2% +$138K 0.14% 84
2024
Q2 		$5.65M Buy
161,348
+13,446
+9% +$427K 0.14% 81
2024
Q1 		$4.47M Buy
147,902
+5,776
+4% +$170K 0.11% 95
2023
Q4 		$4.28M Buy
142,126
+4,960
+4% +$139K 0.12% 95
2023
Q3 		$3.53M Sell
137,166
-62,898
-31% -$1.93M 0.11% 104
2023
Q2 		$6.14M Buy
200,064
+63,145
+46% +$1.9M 0.18% 80
2023
Q1 		$4.02M Buy
136,919
+11,463
+9% +$329K 0.13% 96
2022
Q4 		$3.37M Buy
125,456
+3
+0% +$83 0.12% 103
2022
Q3 		$3.13M Buy
125,453
+8,186
+7% +$251K 0.13% 99
2022
Q2 		$3.84M Buy
117,267
+1,650
+1% +$60.6K 0.16% 81
2022
Q1 		$4.2M Buy
115,617
+6,539
+6% +$241K 0.18% 62
2021
Q4 		$4.11M Buy
109,078
+4,307
+4% +$141K 0.17% 62
2021
Q3 		$2.87M Buy
104,771
+2,965
+3% +$85.2K 0.13% 79
2021
Q2 		$3.07M Sell
101,806
-2,669
-3% -$85.3K 0.14% 74
2021
Q1 		$3.32M Buy
104,475
+1,511
+1% +$41.7K 0.16% 66
2020
Q4 		$2.53M Buy
102,964
+8,815
+9% +$185K 0.13% 86
2020
Q3 		$1.79M Buy
94,149
+5,953
+7% +$109K 0.1% 95
2020
Q2 		$1.54M Buy
88,196
+52,967
+150% +$842K 0.1% 103
2020
Q1 		$612K Buy
35,229
+22,204
+170% +$449K 0.05% 150
2019
Q4 		$268K Buy
+13,025
New +$247K 0.02% 247

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

Forvis Mazars Wealth Advisors's HPQ Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its HP (HPQ) stake by 3.2% in Q1 2026, selling an estimated $121K and leaving 185,765 shares worth $3.57M. The position accounts for 0.07% of the portfolio, ranked #112.

Forvis Mazars Wealth Advisors first reported a position in HPQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.14M in Q2 2023. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 185,765 shares of HP worth $3.57M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 6,239 HP shares in Q1 2026, an estimated $121K.
  • HP made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • Forvis Mazars Wealth Advisors first reported a position in HP in Q4 2019 and has held it in 26 quarters since.
  • Forvis Mazars Wealth Advisors's HP position peaked at $6.14M in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.