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PFG Private Wealth Management’s HP HPQ Stock Holding History

PFG Private 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
Q2 		– Sell
-145
Closed -$4.01K – 136
2025
Q1 		$4.01K Hold
145
– – ﹤0.01% 187
2024
Q4 		$4.73K Hold
145
– – ﹤0.01% 156
2024
Q3 		$5.2K Hold
145
– – ﹤0.01% 160
2024
Q2 		$5.08K Sell
145
-160
-52% -$5.08K ﹤0.01% 156
2024
Q1 		$9.22K Hold
305
– – 0.01% 136
2023
Q4 		$9.18K Sell
305
-1,206
-80% -$33.8K 0.01% 142
2023
Q3 		$38.8K Sell
1,511
-2,308
-60% -$70.8K 0.03% 100
2023
Q2 		$117K Buy
3,819
+5
+0.1% +$150 0.07% 84
2023
Q1 		$112K Buy
3,814
+1,127
+42% +$32.4K 0.07% 85
2022
Q4 		$72K Sell
2,687
-515
-16% -$14.3K 0.04% 117
2022
Q3 		$80K Hold
3,202
– – 0.05% 101
2022
Q2 		$105K Buy
3,202
+16
+0.5% +$587 0.06% 92
2022
Q1 		$116K Buy
3,186
+2,881
+945% +$106K 0.06% 90
2021
Q4 		$11K Hold
305
– – 0.01% 193
2021
Q3 		$8K Buy
+305
New +$8.76K ﹤0.01% 200

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

PFG Private Wealth Management's HPQ Position: Q2 2025 in Review

PFG Private Wealth Management sold out of HP (HPQ) in Q2 2025, closing a stake of 145 shares — an estimated $4.01K sold.

PFG Private Wealth Management first reported a position in HPQ in Q3 2021 and held it in 15 quarters. The position peaked at $117K in Q2 2023. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • PFG Private Wealth Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 145 HP shares in Q2 2025, an estimated $4.01K.
  • PFG Private Wealth Management first reported a position in HP in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's HP position peaked at $117K in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.