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Root Financial Partners’s HP HPQ Stock Holding History

Root Financial Partners’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
Q1 		$105K Buy
5,470
+2,039
+59% +$39.6K ﹤0.01% 545
2025
Q4 		$76.4K Sell
3,431
-161
-4% -$4.1K ﹤0.01% 564
2025
Q3 		$97.8K Buy
+3,592
New +$95.7K 0.01% 455

Other funds holding HPQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's HPQ Position: Q1 2026 in Review

Root Financial Partners increased its HP (HPQ) stake by 59% in Q1 2026, buying an estimated $39.6K and bringing the position to 5,470 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Root Financial Partners first reported a position in HPQ in Q3 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Root Financial Partners held 5,470 shares of HP worth $105K as of Q1 2026.
  • Root Financial Partners bought 2,039 HP shares in Q1 2026, an estimated $39.6K.
  • HP made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #545 holding.
  • Root Financial Partners first reported a position in HP in Q3 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.