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Oak Harvest Investment Services’s HP HPQ Stock Holding History

Oak Harvest Investment Services’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
-167,963
Closed -$4.65M – 165
2025
Q1 		$4.65M Buy
167,963
+7,906
+5% +$250K 0.65% 58
2024
Q4 		$5.22M Buy
160,057
+2,951
+2% +$106K 0.73% 50
2024
Q3 		$5.64M Buy
157,106
+1,516
+1% +$53.4K 0.81% 48
2024
Q2 		$5.45M Buy
155,590
+3,944
+3% +$125K 0.85% 46
2024
Q1 		$4.58M Buy
151,646
+1,116
+0.7% +$32.8K 0.75% 45
2023
Q4 		$4.53M Buy
150,530
+7,120
+5% +$199K 0.9% 40
2023
Q3 		$3.69M Buy
+143,410
New +$4.4M 0.78% 43

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

Oak Harvest Investment Services's HPQ Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of HP (HPQ) in Q2 2025, closing a stake of 167,963 shares — an estimated $4.65M sold.

Oak Harvest Investment Services first reported a position in HPQ in Q3 2023 and held it in 7 quarters. The position peaked at $5.64M in Q3 2024. 1,099 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Oak Harvest Investment Services reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 167,963 HP shares in Q2 2025, an estimated $4.65M.
  • Oak Harvest Investment Services first reported a position in HP in Q3 2023 and held it in 7 quarters.
  • Oak Harvest Investment Services's HP position peaked at $5.64M in Q3 2024.
  • 1,099 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.