Institute for Wealth Management’s HP HPQ Stock Holding History

Institute for Wealth Management’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	$59.8K	Buy	+2,727	New	+$60.3K	0.01%	825
2019 Q3	–	Sell	-14,611	Closed	-$304K	–	446
2019 Q2	$304K	Buy	+14,611	New	+$289K	0.07%	349
2019 Q1	–	Sell	-19,172	Closed	-$391K	–	459
2018 Q4	$391K	Buy	19,172 +8,950	+88%	+$209K	0.16%	172
2018 Q3	$261K	Sell	10,222 -5,702	-36%	-$138K	0.09%	196
2018 Q2	$354K	Buy	15,924 +210	+1%	+$4.68K	0.11%	187
2018 Q1	$347K	Buy	+15,714	New	+$355K	0.1%	223

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's HPQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in HP (HPQ) in Q2 2026: 2,727 shares worth $59.8K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HPQ as recently as Q2 2019.

Institute for Wealth Management first reported a position in HPQ in Q1 2018 and has held it in 6 quarters since. The position peaked at $391K in Q4 2018. 1,089 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

Institute for Wealth Management held 2,727 shares of HP worth $59.8K as of Q2 2026.
HP was a new Institute for Wealth Management position in Q2 2026.
HP made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #825 holding.
Institute for Wealth Management first reported a position in HP in Q1 2018 and has held it in 6 quarters since.
Institute for Wealth Management's HP position peaked at $391K in Q4 2018.
1,089 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.