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Mascoma Wealth Management’s HP HPQ Stock Holding History

Mascoma Wealth 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
2025
Q2 		– Sell
-955
Closed -$26.4K – 477
2025
Q1 		$26.4K Hold
955
– – 0.01% 241
2024
Q4 		$31.2K Hold
955
– – 0.01% 241
2024
Q3 		$34.3K Hold
955
– – 0.01% 223
2024
Q2 		$33.4K Hold
955
– – 0.01% 224
2024
Q1 		$28.9K Hold
955
– – 0.01% 231
2023
Q4 		$28.7K Hold
955
– – 0.01% 238
2023
Q3 		$24.5K Buy
+955
New +$29.3K 0.01% 252

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mascoma Wealth Management's HPQ Position: Q2 2025 in Review

Mascoma Wealth Management sold out of HP (HPQ) in Q2 2025, closing a stake of 955 shares — an estimated $26.4K sold.

Mascoma Wealth Management first reported a position in HPQ in Q3 2023 and held it in 7 quarters. The position peaked at $34.3K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Mascoma Wealth Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 955 HP shares in Q2 2025, an estimated $26.4K.
  • Mascoma Wealth Management first reported a position in HP in Q3 2023 and held it in 7 quarters.
  • Mascoma Wealth Management's HP position peaked at $34.3K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.