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
2026 Q2	$202K	Buy	+9,044	New	+$200K	﹤0.01%	1148
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mount Yale Investment Advisors's HPQ Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in HP (HPQ) in Q2 2026: 9,044 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in HPQ as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in HPQ in Q1 2018 and has held it in 9 quarters since. The position peaked at $8.73M in Q3 2018. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

Mount Yale Investment Advisors held 9,044 shares of HP worth $202K as of Q2 2026.
HP was a new Mount Yale Investment Advisors position in Q2 2026.
HP made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1148 holding.
Mount Yale Investment Advisors first reported a position in HP in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's HP position peaked at $8.73M in Q3 2018.
1,087 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.