Putney Financial Group’s HP HPQ Stock Holding History

Putney Financial Group’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 Q3	–	Sell	-2,491	Closed	-$60.9K	–	163
2025 Q2	$60.9K	Sell	2,491 -406	-14%	-$10.3K	0.06%	121
2025 Q1	$80.2K	Hold	2,897	–	–	0.08%	97
2024 Q4	$94.5K	Buy	+2,897	New	+$104K	0.08%	99

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Putney Financial Group's HPQ Position: Q3 2025 in Review

Putney Financial Group sold out of HP (HPQ) in Q3 2025, closing a stake of 2,491 shares — an estimated $60.9K sold.

Putney Financial Group first reported a position in HPQ in Q4 2024 and held it in 3 quarters. The position peaked at $94.5K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold HPQ as of Q3 2025.

Putney Financial Group reported no remaining HP position as of Q3 2025 after selling out during the quarter.
Putney Financial Group sold 2,491 HP shares in Q3 2025, an estimated $60.9K.
Putney Financial Group first reported a position in HP in Q4 2024 and held it in 3 quarters.
Putney Financial Group's HP position peaked at $94.5K in Q4 2024.
1,109 funds tracked by Wall St. Rank held HP as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.