IWA
HPQ icon

Icon Wealth Advisors’s HP HPQ Stock Holding History

Icon 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
Q2 		– Sell
-27,608
Closed -$764K – 527
2025
Q1 		$764K Buy
27,608
+468
+2% +$14.8K 0.06% 170
2024
Q4 		$886K Buy
27,140
+59
+0.2% +$2.12K 0.07% 155
2024
Q3 		$971K Sell
27,081
-212
-0.8% -$7.47K 0.08% 149
2024
Q2 		$985K Buy
+27,293
New +$866K 0.09% 148

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Advisors's HPQ Position: Q2 2025 in Review

Icon Wealth Advisors sold out of HP (HPQ) in Q2 2025, closing a stake of 27,608 shares — an estimated $764K sold.

Icon Wealth Advisors first reported a position in HPQ in Q2 2024 and held it in 4 quarters. The position peaked at $985K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Icon Wealth Advisors reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 27,608 HP shares in Q2 2025, an estimated $764K.
  • Icon Wealth Advisors first reported a position in HP in Q2 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's HP position peaked at $985K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.