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GoalVest Advisory’s HP HPQ Stock Holding History

GoalVest Advisory’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
-260
Closed -$7.08K – 532
2025
Q3 		$7.08K Hold
260
– – ﹤0.01% 349
2025
Q2 		$6.36K Buy
260
+250
+2,500% +$6.37K ﹤0.01% 322
2025
Q1 		$277 Buy
+10
New +$316 ﹤0.01% 414
2024
Q2 		– Sell
-240
Closed -$7.25K – 355
2024
Q1 		$7.25K Buy
240
+80
+50% +$2.35K ﹤0.01% 326
2023
Q4 		$4.81K Buy
160
+50
+45% +$1.4K ﹤0.01% 290
2023
Q3 		$2.83K Buy
+110
New +$3.38K ﹤0.01% 396

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 $3.37T AUM 44.26% 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

GoalVest Advisory's HPQ Position: Q4 2025 in Review

GoalVest Advisory sold out of HP (HPQ) in Q4 2025, closing a stake of 260 shares — an estimated $7.08K sold.

GoalVest Advisory first reported a position in HPQ in Q3 2023 and held it in 6 quarters. The position peaked at $7.25K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • GoalVest Advisory reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 260 HP shares in Q4 2025, an estimated $7.08K.
  • GoalVest Advisory first reported a position in HP in Q3 2023 and held it in 6 quarters.
  • GoalVest Advisory's HP position peaked at $7.25K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.