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Mount Yale Investment Advisors’s HP HPQ Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,094
Closed -$26.8K – 1077
2025
Q2 		$26.8K Buy
+1,094
New +$27.9K ﹤0.01% 984
2019
Q4 		– Sell
-368,345
Closed -$7.19M – 330
2019
Q3 		$7.19M Sell
368,345
-3,210
-0.9% -$63K 1.29% 20
2019
Q2 		$7.09M Buy
371,555
+28,478
+8% +$563K 1.31% 17
2019
Q1 		$6.67M Sell
343,077
-3,803
-1% -$80.6K 1.25% 26
2018
Q4 		$7.93M Buy
346,880
+3,957
+1% +$92.3K 1.61% 9
2018
Q3 		$8.73M Buy
342,923
+4,202
+1% +$102K 1.53% 6
2018
Q2 		$7.69M Buy
338,721
+19,339
+6% +$431K 1.45% 7
2018
Q1 		$7M Buy
+319,382
New +$7.21M 1.5% 7

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

Mount Yale Investment Advisors's HPQ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of HP (HPQ) in Q3 2025, closing a stake of 1,094 shares — an estimated $26.8K sold.

Mount Yale Investment Advisors first reported a position in HPQ in Q1 2018 and held it in 8 quarters. The position peaked at $8.73M in Q3 2018. 1,109 funds tracked by Wall St. Rank hold HPQ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining HP position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,094 HP shares in Q3 2025, an estimated $26.8K.
  • Mount Yale Investment Advisors first reported a position in HP in Q1 2018 and held it in 8 quarters.
  • Mount Yale Investment Advisors's HP position peaked at $8.73M in Q3 2018.
  • 1,109 funds tracked by Wall St. Rank held HP as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.