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Phoenix Financial’s HP HPQ Stock Holding History

Phoenix Financial’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
2026
Q2 		$329K Buy
+15,047
New +$333K ﹤0.01% 412
2024
Q2 		– Sell
-31,703
Closed -$955K – 392
2024
Q1 		$955K Sell
31,703
-31,632
-50% -$931K 0.01% 228
2023
Q4 		$1.91M Buy
+63,335
New +$1.77M 0.03% 194

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Phoenix Financial's HPQ Position: Q2 2026 in Review

Phoenix Financial opened a new position in HP (HPQ) in Q2 2026: 15,047 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in HPQ as recently as Q1 2024.

Phoenix Financial first reported a position in HPQ in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.91M in Q4 2023. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Phoenix Financial held 15,047 shares of HP worth $329K as of Q2 2026.
  • HP was a new Phoenix Financial position in Q2 2026.
  • HP made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #412 holding.
  • Phoenix Financial first reported a position in HP in Q4 2023 and has held it in 3 quarters since.
  • Phoenix Financial's HP position peaked at $1.91M in Q4 2023.
  • 1,087 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.