Sonoma Private Wealth’s HP HPQ Stock Holding History

Sonoma Private Wealth’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 Q1	–	Sell	-6,321	Closed	-$206K	–	76
2024 Q4	$206K	Sell	6,321 -6,277	-50%	-$226K	0.33%	76
2024 Q3	$452K	Buy	+12,598	New	+$444K	0.7%	53

Other funds holding HPQ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sonoma Private Wealth's HPQ Position: Q1 2025 in Review

Sonoma Private Wealth sold out of HP (HPQ) in Q1 2025, closing a stake of 6,321 shares — an estimated $206K sold.

Sonoma Private Wealth first reported a position in HPQ in Q3 2024 and held it in 2 quarters. The position peaked at $452K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

Sonoma Private Wealth reported no remaining HP position as of Q1 2025 after selling out during the quarter.
Sonoma Private Wealth sold 6,321 HP shares in Q1 2025, an estimated $206K.
Sonoma Private Wealth first reported a position in HP in Q3 2024 and held it in 2 quarters.
Sonoma Private Wealth's HP position peaked at $452K in Q3 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.