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Phillips Financial Management’s HP HPQ Stock Holding History

Phillips Financial 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
Q4 		– Sell
-9,363
Closed -$255K – 314
2025
Q3 		$255K Buy
+9,363
New +$250K 0.02% 182
2025
Q2 		– Sell
-8,107
Closed -$224K – 285
2025
Q1 		$224K Buy
8,107
+20
+0.2% +$633 0.02% 172
2024
Q4 		$264K Sell
8,087
-1,543
-16% -$55.5K 0.02% 156
2024
Q3 		$345K Buy
9,630
+26
+0.3% +$916 0.03% 148
2024
Q2 		$336K Buy
9,604
+112
+1% +$3.55K 0.03% 148
2024
Q1 		$287K Buy
9,492
+25
+0.3% +$736 0.02% 156
2023
Q4 		$285K Buy
9,467
+73
+0.8% +$2.04K 0.02% 151
2023
Q3 		$241K Sell
9,394
-27
-0.3% -$828 0.02% 156
2023
Q2 		$289K Buy
9,421
+5
+0.1% +$150 0.03% 148
2023
Q1 		$276K Buy
9,416
+64
+0.7% +$1.84K 0.03% 148
2022
Q4 		$251K Buy
9,352
+76
+0.8% +$2.1K 0.03% 137
2022
Q3 		$231K Buy
+9,276
New +$285K 0.03% 136
2022
Q2 		– Sell
-9,167
Closed -$333K – 121
2022
Q1 		$333K Buy
+9,167
New +$339K 0.03% 123

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Phillips Financial Management's HPQ Position: Q4 2025 in Review

Phillips Financial Management sold out of HP (HPQ) in Q4 2025, closing a stake of 9,363 shares — an estimated $255K sold.

Phillips Financial Management first reported a position in HPQ in Q1 2022 and held it in 13 quarters. The position peaked at $345K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • Phillips Financial Management reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 9,363 HP shares in Q4 2025, an estimated $255K.
  • Phillips Financial Management first reported a position in HP in Q1 2022 and held it in 13 quarters.
  • Phillips Financial Management's HP position peaked at $345K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.