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Legacy Wealth Asset Management’s HP HPQ Stock Holding History

Legacy Wealth Asset 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
Q3 		$2.51M Sell
80,101
-683
-0.8% -$19.7K 0.55% 33
2026
Q2 		$1.77M Buy
80,784
+491
+0.6% +$10.9K 0.39% 57
2026
Q1 		$1.54M Buy
80,293
+18,379
+30% +$357K 0.38% 61
2025
Q4 		$1.38M Buy
61,914
+3,560
+6% +$90.8K 0.34% 77
2025
Q3 		$1.59M Buy
58,354
+1,501
+3% +$40K 0.39% 62
2025
Q2 		$1.39M Buy
56,853
+3,056
+6% +$77.9K 0.35% 70
2025
Q1 		$1.49M Buy
53,797
+891
+2% +$28.2K 0.41% 68
2024
Q4 		$1.73M Sell
52,906
-118
-0.2% -$4.24K 0.47% 51
2024
Q3 		$1.9M Buy
53,024
+1,314
+3% +$46.3K 0.51% 50
2024
Q2 		$1.81M Buy
51,710
+13,837
+37% +$439K 0.51% 53
2024
Q1 		$1.14M Buy
37,873
+741
+2% +$21.8K 0.32% 81
2023
Q4 		$1.12M Buy
37,132
+175
+0.5% +$4.9K 0.37% 81
2023
Q3 		$950K Buy
36,957
+41
+0.1% +$1.26K 0.35% 93
2023
Q2 		$1.13M Buy
36,916
+2,788
+8% +$83.7K 0.4% 69
2023
Q1 		$1M Sell
34,128
-32
-0.1% -$919 0.36% 78
2022
Q4 		$918K Buy
34,160
+85
+0.2% +$2.35K 0.35% 87
2022
Q3 		$849K Buy
34,075
+975
+3% +$29.9K 0.37% 83
2022
Q2 		$1.08M Sell
33,100
-651
-2% -$23.9K 0.44% 63
2022
Q1 		$1.23M Sell
33,751
-1,669
-5% -$61.6K 0.44% 60
2021
Q4 		$1.33M Sell
35,420
-702
-2% -$23K 0.45% 48
2021
Q3 		$988K Buy
36,122
+188
+0.5% +$5.4K 0.45% 66
2021
Q2 		$1.08M Sell
35,934
-1,444
-4% -$46.2K 0.48% 53
2021
Q1 		$1.19M Sell
37,378
-229
-0.6% -$6.32K 0.55% 35
2020
Q4 		$925K Buy
+37,607
New +$789K 0.47% 49

Other funds holding HPQ

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Legacy Wealth Asset Management's HPQ Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its HP (HPQ) stake by 0.85% in Q3 2026, selling an estimated $19.7K and leaving 80,101 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #33.

Legacy Wealth Asset Management first reported a position in HPQ in Q4 2020 and has held it in 24 quarters since. 48 funds tracked by Wall St. Rank hold HPQ as of Q3 2026.

  • Legacy Wealth Asset Management held 80,101 shares of HP worth $2.51M as of Q3 2026.
  • Legacy Wealth Asset Management sold 683 HP shares in Q3 2026, an estimated $19.7K.
  • HP made up 0.55% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #33 holding.
  • Legacy Wealth Asset Management first reported a position in HP in Q4 2020 and has held it in 24 quarters since.
  • 48 funds tracked by Wall St. Rank held HP as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.