HWA
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Heritage Wealth Advisors’s HP HPQ Stock Holding History

Heritage 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 		$23.1K Buy
1,200
+400
+50% +$7.78K ﹤0.01% 420
2025
Q4 		$17.8K Hold
800
– – ﹤0.01% 412
2025
Q3 		$21.8K Hold
800
– – ﹤0.01% 371
2025
Q2 		$19.6K Hold
800
– – ﹤0.01% 376
2025
Q1 		$22.2K Hold
800
– – ﹤0.01% 361
2024
Q4 		$26.1K Sell
800
-46
-5% -$1.65K ﹤0.01% 368
2024
Q3 		$30.3K Buy
846
+46
+6% +$1.62K ﹤0.01% 368
2024
Q2 		$28K Hold
800
– – ﹤0.01% 359
2024
Q1 		$24.2K Hold
800
– – ﹤0.01% 381
2023
Q4 		$24.1K Buy
800
+200
+33% +$5.6K ﹤0.01% 394
2023
Q3 		$15.4K Sell
600
-806
-57% -$24.7K ﹤0.01% 397
2023
Q2 		$43.2K Hold
1,406
– – ﹤0.01% 336
2023
Q1 		$41.3K Sell
1,406
-214
-13% -$6.14K ﹤0.01% 339
2022
Q4 		$43.5K Hold
1,620
– – ﹤0.01% 337
2022
Q3 		$40.4K Sell
1,620
-619
-28% -$19K ﹤0.01% 317
2022
Q2 		$73K Hold
2,239
– – 0.01% 288
2022
Q1 		$81K Hold
2,239
– – ﹤0.01% 270
2021
Q4 		$84K Buy
2,239
+80
+4% +$2.62K ﹤0.01% 279
2021
Q3 		$59.1K Sell
2,159
-13
-0.6% -$374 ﹤0.01% 307
2021
Q2 		$65.6K Buy
2,172
+400
+23% +$12.8K ﹤0.01% 298
2021
Q1 		$56.3K Hold
1,772
– – ﹤0.01% 322
2020
Q4 		$44K Sell
1,772
-436
-20% -$9.15K ﹤0.01% 337
2020
Q3 		$41.9K Buy
2,208
+569
+35% +$10.4K 0.01% 283
2020
Q2 		$28.6K Hold
1,639
– – ﹤0.01% 299
2020
Q1 		$28.5K Hold
1,639
– – 0.01% 289
2019
Q4 		$33.7K Hold
1,639
– – ﹤0.01% 333
2019
Q3 		$31K Hold
1,639
– – ﹤0.01% 317
2019
Q2 		$34.1K Hold
1,639
– – 0.01% 292
2019
Q1 		$31.8K Hold
1,639
– – 0.01% 260
2018
Q4 		$33K Hold
1,639
– – 0.01% 225
2018
Q3 		$42K Buy
+1,639
New +$39.6K 0.01% 208

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

Heritage Wealth Advisors's HPQ Position: Q1 2026 in Review

Heritage Wealth Advisors increased its HP (HPQ) stake by 50% in Q1 2026, buying an estimated $7.78K and bringing the position to 1,200 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Heritage Wealth Advisors first reported a position in HPQ in Q3 2018 and has held it in 31 quarters since. The position peaked at $84K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Heritage Wealth Advisors held 1,200 shares of HP worth $23.1K as of Q1 2026.
  • Heritage Wealth Advisors bought 400 HP shares in Q1 2026, an estimated $7.78K.
  • HP made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #420 holding.
  • Heritage Wealth Advisors first reported a position in HP in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's HP position peaked at $84K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.