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Marshall & Sterling Wealth Advisors’s HP HPQ Stock Holding History

Marshall & Sterling 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
Q1 		– Sell
-1,150
Closed -$25.6K – 356
2025
Q4 		$25.6K Sell
1,150
-189
-14% -$4.82K 0.02% 180
2025
Q3 		$36.5K Buy
1,339
+12
+0.9% +$320 0.02% 205
2025
Q2 		$32.4K Sell
1,327
-45
-3% -$1.15K 0.02% 213
2025
Q1 		$38K Buy
1,372
+268
+24% +$8.48K 0.03% 191
2024
Q4 		$36K Buy
+1,104
New +$39.7K 0.02% 155

Other funds holding HPQ

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HPQ Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of HP (HPQ) in Q1 2026, closing a stake of 1,150 shares — an estimated $25.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in HPQ in Q4 2024 and held it in 5 quarters. The position peaked at $38K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining HP position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 1,150 HP shares in Q1 2026, an estimated $25.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in HP in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's HP position peaked at $38K in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.