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SIMA Wealth Partners’s HP HPQ Stock Holding History

SIMA Wealth 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
2025
Q4 		– Sell
-32
Closed -$872 – 143
2025
Q3 		$872 Buy
+32
New +$853 ﹤0.01% 159

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SIMA Wealth Partners's HPQ Position: Q4 2025 in Review

SIMA Wealth Partners sold out of HP (HPQ) in Q4 2025, closing a stake of 32 shares — an estimated $872 sold.

SIMA Wealth Partners first reported a position in HPQ in Q3 2025 and held it in 1 quarter. The position peaked at $872 in Q3 2025. 1,084 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

  • SIMA Wealth Partners reported no remaining HP position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 32 HP shares in Q4 2025, an estimated $872.
  • SIMA Wealth Partners first reported a position in HP in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's HP position peaked at $872 in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.