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Lifeworks Advisors’s HP HPQ Stock Holding History

Lifeworks 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 		$5.14M Sell
234,248
-13,759
-6% -$304K 0.54% 62
2026
Q1 		$4.76M Buy
248,007
+82,834
+50% +$1.61M 0.61% 58
2025
Q4 		$3.68M Buy
165,173
+20,722
+14% +$528K 0.48% 71
2025
Q3 		$3.93M Buy
144,451
+2,538
+2% +$67.6K 0.52% 65
2025
Q2 		$3.47M Buy
141,913
+24,438
+21% +$623K 0.52% 59
2025
Q1 		$3.25M Buy
117,475
+11,102
+10% +$351K 0.54% 51
2024
Q4 		$3.47M Buy
106,373
+35,586
+50% +$1.28M 0.63% 49
2024
Q3 		$2.54M Buy
70,787
+1,416
+2% +$49.9K 0.5% 62
2024
Q2 		$2.43M Buy
69,371
+4,392
+7% +$139K 0.68% 42
2024
Q1 		$1.96M Buy
64,979
+6,279
+11% +$185K 0.55% 56
2023
Q4 		$1.77M Buy
58,700
+6,936
+13% +$194K 0.61% 52
2023
Q3 		$1.33M Buy
51,764
+6,811
+15% +$209K 0.52% 58
2023
Q2 		$1.38M Buy
44,953
+3,301
+8% +$99.1K 0.59% 55
2023
Q1 		$1.22M Sell
41,652
-2,758
-6% -$79.2K 0.58% 59
2022
Q4 		$1.19M Buy
44,410
+163
+0.4% +$4.51K 0.67% 52
2022
Q3 		$1.22M Buy
44,247
+12,618
+40% +$388K 0.7% 48
2022
Q2 		$1.04M Buy
31,629
+5,738
+22% +$211K 0.66% 46
2022
Q1 		$940K Buy
25,891
+11,265
+77% +$416K 0.62% 56
2021
Q4 		$551K Buy
+14,626
New +$478K 0.44% 69

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

Lifeworks Advisors's HPQ Position: Q2 2026 in Review

Lifeworks Advisors reduced its HP (HPQ) stake by 5.5% in Q2 2026, selling an estimated $304K and leaving 234,248 shares worth $5.14M. The position accounts for 0.54% of the portfolio, ranked #62.

Lifeworks Advisors first reported a position in HPQ in Q4 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Lifeworks Advisors held 234,248 shares of HP worth $5.14M as of Q2 2026.
  • Lifeworks Advisors sold 13,759 HP shares in Q2 2026, an estimated $304K.
  • HP made up 0.54% of Lifeworks Advisors's portfolio in Q2 2026, its #62 holding.
  • Lifeworks Advisors first reported a position in HP in Q4 2021 and has held it in 19 quarters since.
  • 1,085 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.