Heritage Wealth Management (Ohio)’s HP HPQ Stock Holding History

Heritage Wealth Management (Ohio)’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 Q2	$618K	Sell	28,185 -2,200	-7%	-$48.7K	0.15%	143
2026 Q1	$584K	Sell	30,385 -6,579	-18%	-$128K	0.29%	87
2025 Q4	$824K	Sell	36,964 -1,561	-4%	-$39.8K	0.23%	108
2025 Q3	$1.05M	Sell	38,525 -628	-2%	-$16.7K	0.31%	85
2025 Q2	$958K	Sell	39,153 -5,395	-12%	-$137K	0.31%	84
2025 Q1	$1.23M	Sell	44,548 -95	-0.2%	-$3K	0.42%	61
2024 Q4	$1.46M	Sell	44,643 -96	-0.2%	-$3.45K	0.48%	51
2024 Q3	$1.6M	Hold	44,739	–	–	0.53%	42
2024 Q2	$1.55M	Buy	+44,739	New	+$1.42M	0.52%	46

Other funds holding HPQ

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

Heritage Wealth Management (Ohio)'s HPQ Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its HP (HPQ) stake by 7.2% in Q2 2026, selling an estimated $48.7K and leaving 28,185 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #143.

Heritage Wealth Management (Ohio) first reported a position in HPQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

Heritage Wealth Management (Ohio) held 28,185 shares of HP worth $618K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 2,200 HP shares in Q2 2026, an estimated $48.7K.
HP made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #143 holding.
Heritage Wealth Management (Ohio) first reported a position in HP in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s HP position peaked at $1.6M in Q3 2024.
1,079 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.