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Kingswood Wealth Advisors’s HP HPQ Stock Holding History

Kingswood 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
2026
Q2 		– Sell
-11,014
Closed -$212K – 1023
2026
Q1 		$212K Sell
11,014
-1,784
-14% -$34.7K 0.01% 864
2025
Q4 		$285K Buy
12,798
+657
+5% +$16.7K 0.01% 695
2025
Q3 		$331K Buy
+12,141
New +$324K 0.02% 593
2024
Q4 		– Sell
-37,396
Closed -$1.34M – 844
2024
Q3 		$1.34M Buy
37,396
+15,179
+68% +$535K 0.1% 240
2024
Q2 		$778K Buy
22,217
+3,463
+18% +$110K 0.07% 289
2024
Q1 		$567K Buy
18,754
+1,255
+7% +$36.9K 0.07% 313
2023
Q4 		$527K Buy
+17,499
New +$490K 0.06% 336

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kingswood Wealth Advisors's HPQ Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of HP (HPQ) in Q2 2026, closing a stake of 11,014 shares — an estimated $212K sold.

Kingswood Wealth Advisors first reported a position in HPQ in Q4 2023 and held it in 7 quarters. The position peaked at $1.34M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining HP position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,014 HP shares in Q2 2026, an estimated $212K.
  • Kingswood Wealth Advisors first reported a position in HP in Q4 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's HP position peaked at $1.34M in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.