IAA
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Independent Advisor Alliance’s HP HPQ Stock Holding History

Independent Advisor Alliance’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
-8,740
Closed -$242K – 906
2025
Q1 		$242K Sell
8,740
-32,374
-79% -$1.02M 0.01% 720
2024
Q4 		$1.34M Buy
41,114
+2,736
+7% +$98.4K 0.02% 631
2024
Q3 		$1.38M Buy
38,378
+31,086
+426% +$1.1M 0.05% 275
2024
Q2 		$255K Buy
+7,292
New +$231K 0.01% 611
2023
Q3 		– Sell
-8,418
Closed -$259K – 671
2023
Q2 		$259K Buy
+8,418
New +$253K 0.01% 561
2019
Q2 		– Sell
-15,686
Closed -$305K – 441
2019
Q1 		$305K Buy
15,686
+2,659
+20% +$56.4K 0.04% 313
2018
Q4 		$267K Buy
13,027
+2,609
+25% +$60.9K 0.05% 312
2018
Q3 		$260K Buy
+10,418
New +$252K 0.05% 286

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

Independent Advisor Alliance's HPQ Position: Q2 2025 in Review

Independent Advisor Alliance sold out of HP (HPQ) in Q2 2025, closing a stake of 8,740 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in HPQ in Q3 2018 and held it in 8 quarters. The position peaked at $1.38M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Independent Advisor Alliance reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,740 HP shares in Q2 2025, an estimated $242K.
  • Independent Advisor Alliance first reported a position in HP in Q3 2018 and held it in 8 quarters.
  • Independent Advisor Alliance's HP position peaked at $1.38M in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.