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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's HPQ Position: Q1 2026 in Review

Lifeworks Advisors increased its HP (HPQ) stake by 50% in Q1 2026, buying an estimated $1.61M and bringing the position to 248,007 shares worth $4.76M. The position accounts for 0.61% of the portfolio, ranked #58.

Lifeworks Advisors first reported a position in HPQ in Q4 2021 and has held it in 18 quarters since. 1,029 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

Lifeworks Advisors held 248,007 shares of HP worth $4.76M as of Q1 2026.
Lifeworks Advisors bought 82,834 HP shares in Q1 2026, an estimated $1.61M.
HP made up 0.61% of Lifeworks Advisors's portfolio in Q1 2026, its #58 holding.
Lifeworks Advisors first reported a position in HP in Q4 2021 and has held it in 18 quarters since.
1,029 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.