Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s HP HPQ Stock Holding History

Kovitz Investment Group Partners’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
-17,752
Closed -$487K – 830
2025
Q3 		$487K Sell
17,752
-5,784
-25% -$154K ﹤0.01% 1045
2025
Q2 		$582K Sell
23,536
-96,147
-80% -$2.45M ﹤0.01% 933
2025
Q1 		$3.31M Buy
119,683
+1,631
+1% +$51.6K 0.02% 481
2024
Q4 		$3.86M Buy
118,052
+7,135
+6% +$257K 0.02% 452
2024
Q3 		$3.5M Buy
110,917
+14,063
+15% +$496K 0.02% 401
2024
Q2 		$3.39M Buy
+96,854
New +$3.07M 0.03% 351
2022
Q2 		– Sell
-5,900
Closed -$214K – 411
2022
Q1 		$214K Sell
5,900
-33,340
-85% -$1.23M ﹤0.01% 405
2021
Q4 		$965K Buy
39,240
+22,700
+137% +$742K 0.02% 283
2021
Q3 		$453K Hold
16,540
– – 0.01% 359
2021
Q2 		$499K Sell
16,540
-7,850
-32% -$251K 0.01% 360
2021
Q1 		$774K Sell
24,390
-14,850
-38% -$410K 0.02% 304
2020
Q4 		$965K Hold
39,240
– – 0.02% 278
2020
Q3 		$745K Hold
39,240
– – 0.02% 288
2020
Q2 		$684K Hold
39,240
– – 0.02% 289
2020
Q1 		$681K Buy
39,240
+11,200
+40% +$227K 0.02% 275
2019
Q4 		$576K Buy
28,040
+240
+0.9% +$4.55K 0.02% 312
2019
Q3 		$526K Sell
27,800
-2,000
-7% -$39.3K 0.02% 314
2019
Q2 		$620K Buy
29,800
+10,650
+56% +$211K 0.02% 301
2019
Q1 		$372K Hold
19,150
– – 0.01% 326
2018
Q4 		$392K Sell
19,150
-2,006
-9% -$46.8K 0.02% 230
2018
Q3 		$545K Hold
21,156
– – 0.02% 113
2018
Q2 		$480K Sell
21,156
-500
-2% -$11.1K 0.02% 116
2018
Q1 		$475K Hold
21,656
– – 0.02% 112
2017
Q4 		$455K Sell
21,656
-2,500
-10% -$53.2K 0.02% 121
2017
Q3 		$482K Sell
24,156
-20,397
-46% -$388K 0.02% 117
2017
Q2 		$779K Buy
+44,553
New +$818K 0.04% 98

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

Kovitz Investment Group Partners's HPQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of HP (HPQ) in Q4 2025, closing a stake of 17,752 shares — an estimated $487K sold.

Kovitz Investment Group Partners first reported a position in HPQ in Q2 2017 and held it in 26 quarters. The position peaked at $3.86M in Q4 2024. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,752 HP shares in Q4 2025, an estimated $487K.
  • Kovitz Investment Group Partners first reported a position in HP in Q2 2017 and held it in 26 quarters.
  • Kovitz Investment Group Partners's HP position peaked at $3.86M in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.