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
2026 Q3	$6.72K	Buy	+215	New	+$6.21K	﹤0.01%	507
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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GoalVest Advisory's HPQ Position: Q3 2026 in Review

GoalVest Advisory opened a new position in HP (HPQ) in Q3 2026: 215 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in HPQ as recently as Q3 2025.

GoalVest Advisory first reported a position in HPQ in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.25K in Q1 2024. 48 funds tracked by Wall St. Rank hold HPQ as of Q3 2026.

GoalVest Advisory held 215 shares of HP worth $6.72K as of Q3 2026.
HP was a new GoalVest Advisory position in Q3 2026.
HP made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #507 holding.
GoalVest Advisory first reported a position in HP in Q3 2023 and has held it in 7 quarters since.
GoalVest Advisory's HP position peaked at $7.25K in Q1 2024.
48 funds tracked by Wall St. Rank held HP as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.