Oak Harbor Wealth Partners’s HP HPQ Stock Holding History

Oak Harbor Wealth Partners’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 Q2	–	Sell	-16,119	Closed	-$446K	–	256
2025 Q1	$446K	Buy	+16,119	New	+$510K	0.13%	130

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harbor Wealth Partners's HPQ Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of HP (HPQ) in Q2 2025, closing a stake of 16,119 shares — an estimated $446K sold.

Oak Harbor Wealth Partners first reported a position in HPQ in Q1 2025 and held it in 1 quarter. The position peaked at $446K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

Oak Harbor Wealth Partners reported no remaining HP position as of Q2 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 16,119 HP shares in Q2 2025, an estimated $446K.
Oak Harbor Wealth Partners first reported a position in HP in Q1 2025 and held it in 1 quarter.
Oak Harbor Wealth Partners's HP position peaked at $446K in Q1 2025.
1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.