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MorganRosel Wealth Management’s HP HPQ Stock Holding History

MorganRosel 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
Q3 		– Sell
-816
Closed -$20K – 212
2025
Q2 		$20K Hold
816
– – 0.01% 233
2025
Q1 		$22.6K Buy
+816
New +$25.8K 0.01% 214
2019
Q1 		– Sell
-25,408
Closed -$520K – 73
2018
Q4 		$520K Buy
+25,408
New +$593K 0.54% 47

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MorganRosel Wealth Management's HPQ Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of HP (HPQ) in Q3 2025, closing a stake of 816 shares — an estimated $20K sold.

MorganRosel Wealth Management first reported a position in HPQ in Q4 2018 and held it in 3 quarters. The position peaked at $520K in Q4 2018. 1,110 funds tracked by Wall St. Rank hold HPQ as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining HP position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 816 HP shares in Q3 2025, an estimated $20K.
  • MorganRosel Wealth Management first reported a position in HP in Q4 2018 and held it in 3 quarters.
  • MorganRosel Wealth Management's HP position peaked at $520K in Q4 2018.
  • 1,110 funds tracked by Wall St. Rank held HP as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.