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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
Q2 		$845K Sell
38,519
-2,246
-6% -$49.7K 0.01% 565
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 $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

Modern Wealth Management's HPQ Position: Q2 2026 in Review

Modern Wealth Management reduced its HP (HPQ) stake by 5.5% in Q2 2026, selling an estimated $49.7K and leaving 38,519 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #565.

Modern Wealth Management first reported a position in HPQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Modern Wealth Management held 38,519 shares of HP worth $845K as of Q2 2026.
  • Modern Wealth Management sold 2,246 HP shares in Q2 2026, an estimated $49.7K.
  • HP made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Modern Wealth Management first reported a position in HP in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's HP position peaked at $1.34M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.