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Independent Financial Group’s HP HPQ Stock Holding History

Independent Financial Group’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
-8,483
Closed -$231K – 1438
2025
Q3 		$231K Sell
8,483
-1,661
-16% -$44.3K 0.01% 1220
2025
Q2 		$248K Buy
10,144
+2,447
+32% +$62.4K 0.01% 1113
2025
Q1 		$213K Sell
7,697
-463
-6% -$14.6K 0.01% 1093
2024
Q4 		$266K Buy
8,160
+47
+0.6% +$1.69K 0.01% 949
2024
Q3 		$291K Sell
8,113
-2,650
-25% -$93.4K 0.01% 893
2024
Q2 		$377K Buy
10,763
+2,000
+23% +$63.5K 0.02% 731
2024
Q1 		$265K Sell
8,763
-131
-1% -$3.85K 0.01% 842
2023
Q4 		$268K Sell
8,894
-365
-4% -$10.2K 0.01% 768
2023
Q3 		$238K Buy
9,259
+1,024
+12% +$31.4K 0.02% 768
2023
Q2 		$253K Sell
8,235
-789
-9% -$23.7K 0.02% 722
2023
Q1 		$265K Buy
9,024
+922
+11% +$26.5K 0.02% 665
2022
Q4 		$218K Buy
+8,102
New +$224K 0.02% 689
2022
Q3 		– Sell
-7,865
Closed -$258K – 764
2022
Q2 		$258K Buy
7,865
+70
+0.9% +$2.57K 0.03% 549
2022
Q1 		$283K Sell
7,795
-869
-10% -$32.1K 0.02% 617
2021
Q4 		$326K Buy
+8,664
New +$283K 0.03% 562
2020
Q2 		– Sell
-10,360
Closed -$180K – 491
2020
Q1 		$180K Buy
+10,360
New +$210K 0.05% 346

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Financial Group's HPQ Position: Q4 2025 in Review

Independent Financial Group sold out of HP (HPQ) in Q4 2025, closing a stake of 8,483 shares — an estimated $231K sold.

Independent Financial Group first reported a position in HPQ in Q1 2020 and held it in 16 quarters. The position peaked at $377K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • Independent Financial Group reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 8,483 HP shares in Q4 2025, an estimated $231K.
  • Independent Financial Group first reported a position in HP in Q1 2020 and held it in 16 quarters.
  • Independent Financial Group's HP position peaked at $377K in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.