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 Q2	$208K	Buy	9,481 +4,011	+73%	+$88.7K	0.01%	387
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's HPQ Position: Q2 2026 in Review

Root Financial Partners increased its HP (HPQ) stake by 73% in Q2 2026, buying an estimated $88.7K and bringing the position to 9,481 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #387.

Root Financial Partners first reported a position in HPQ in Q3 2025 and has held it in 4 quarters since. 1,085 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

Root Financial Partners held 9,481 shares of HP worth $208K as of Q2 2026.
Root Financial Partners bought 4,011 HP shares in Q2 2026, an estimated $88.7K.
HP made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #387 holding.
Root Financial Partners first reported a position in HP in Q3 2025 and has held it in 4 quarters since.
1,085 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.