Halbert Hargrove Global Advisors’s HP HPQ Stock Holding History

Halbert Hargrove Global 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	-58	Closed	-$1.58K	–	540
2025 Q3	$1.58K	Buy	+58	New	+$1.55K	﹤0.01%	612
2025 Q2	–	Sell	-2	Closed	-$56	–	463
2025 Q1	$56	Buy	+2	New	+$63	﹤0.01%	653
2015 Q4	–	Sell	-20,285	Closed	-$236K	–	101
2015 Q3	$236K	Sell	20,285 -23,328	-53%	-$303K	0.12%	82
2015 Q2	$594K	Buy	43,613 +13,701	+46%	+$203K	0.14%	63
2015 Q1	$423K	Buy	29,912 +12,551	+72%	+$207K	0.14%	110
2014 Q4	$316K	Sell	17,361 -1,424	-8%	-$23.9K	0.16%	78
2014 Q3	$303K	Buy	18,785 +4,364	+30%	+$70.8K	0.08%	96
2014 Q2	$221K	Sell	14,421 -147	-1%	-$2.21K	0.07%	111
2014 Q1	$214K	Sell	14,568 -1,350	-8%	-$18.2K	0.07%	111
2013 Q4	$202K	Buy	+15,918	New	+$183K	0.06%	122

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's HPQ Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of HP (HPQ) in Q4 2025, closing a stake of 58 shares — an estimated $1.58K sold.

Halbert Hargrove Global Advisors first reported a position in HPQ in Q4 2013 and held it in 10 quarters. The position peaked at $594K in Q2 2015. 1,089 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining HP position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 58 HP shares in Q4 2025, an estimated $1.58K.
Halbert Hargrove Global Advisors first reported a position in HP in Q4 2013 and held it in 10 quarters.
Halbert Hargrove Global Advisors's HP position peaked at $594K in Q2 2015.
1,089 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.