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Partnership Wealth Management’s HP HPQ Stock Holding History

Partnership 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
Q1 		– Sell
-6,400
Closed -$209K – 74
2024
Q4 		$209K Hold
6,400
– – 0.17% 71
2024
Q3 		$230K Hold
6,400
– – 0.16% 70
2024
Q2 		$224K Hold
6,400
– – 0.17% 88
2024
Q1 		$193K Hold
6,400
– – 0.14% 105
2023
Q4 		$184K Buy
+6,400
New +$179K 0.14% 104

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Partnership Wealth Management's HPQ Position: Q1 2025 in Review

Partnership Wealth Management sold out of HP (HPQ) in Q1 2025, closing a stake of 6,400 shares — an estimated $209K sold.

Partnership Wealth Management first reported a position in HPQ in Q4 2023 and held it in 5 quarters. The position peaked at $230K in Q3 2024. 1,160 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

  • Partnership Wealth Management reported no remaining HP position as of Q1 2025 after selling out during the quarter.
  • Partnership Wealth Management sold 6,400 HP shares in Q1 2025, an estimated $209K.
  • Partnership Wealth Management first reported a position in HP in Q4 2023 and held it in 5 quarters.
  • Partnership Wealth Management's HP position peaked at $230K in Q3 2024.
  • 1,160 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Partnership Wealth Management's 13F filing for Q1 2025, filed 7 Apr 2025.