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Modern Wealth Management’s HP HPQ Stock Holding History

Modern 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
2026
Q1 		$772K Buy
40,765
+134
+0.3% +$2.61K 0.01% 477
2025
Q4 		$905K Buy
40,631
+123
+0.3% +$3.13K 0.02% 419
2025
Q3 		$1.1M Sell
40,508
-1,044
-3% -$27.8K 0.02% 375
2025
Q2 		$1.02M Sell
41,552
-6,862
-14% -$175K 0.03% 369
2025
Q1 		$1.34M Buy
48,414
+18,554
+62% +$587K 0.04% 263
2024
Q4 		$974K Buy
+29,860
New +$1.07M 0.04% 258

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

Modern Wealth Management's HPQ Position: Q1 2026 in Review

Modern Wealth Management increased its HP (HPQ) stake by 0.33% in Q1 2026, buying an estimated $2.61K and bringing the position to 40,765 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #477.

Modern Wealth Management first reported a position in HPQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2025. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Modern Wealth Management held 40,765 shares of HP worth $772K as of Q1 2026.
  • Modern Wealth Management bought 134 HP shares in Q1 2026, an estimated $2.61K.
  • HP made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #477 holding.
  • Modern Wealth Management first reported a position in HP in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's HP position peaked at $1.34M in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.