Heartwood Wealth Advisors’s HP HPQ Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-13	Closed	-$354	–	382
2025 Q3	$354	Buy	+13	New	+$346	﹤0.01%	616

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 $3.38T AUM 44.17% 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

Heartwood Wealth Advisors's HPQ Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of HP (HPQ) in Q4 2025, closing a stake of 13 shares — an estimated $354 sold.

Heartwood Wealth Advisors first reported a position in HPQ in Q3 2025 and held it in 1 quarter. The position peaked at $354 in Q3 2025. 1,089 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

Heartwood Wealth Advisors reported no remaining HP position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 13 HP shares in Q4 2025, an estimated $354.
Heartwood Wealth Advisors first reported a position in HP in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's HP position peaked at $354 in Q3 2025.
1,089 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.