SVWAG
HPQ icon

Sound View Wealth Advisors Group’s HP HPQ Stock Holding History

Sound View Wealth Advisors 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
2026
Q1 		– Sell
-9,074
Closed -$202K – 429
2025
Q4 		$202K Sell
9,074
-649
-7% -$16.5K 0.01% 404
2025
Q3 		$265K Buy
9,723
+1,384
+17% +$36.9K 0.02% 368
2025
Q2 		$204K Sell
8,339
-2,085
-20% -$53.1K 0.02% 412
2025
Q1 		$289K Buy
10,424
+112
+1% +$3.54K 0.02% 341
2024
Q4 		$336K Buy
10,312
+329
+3% +$11.8K 0.03% 321
2024
Q3 		$358K Buy
9,983
+2,305
+30% +$81.2K 0.03% 307
2024
Q2 		$269K Buy
7,678
+669
+10% +$21.2K 0.03% 318
2024
Q1 		$212K Sell
7,009
-27
-0.4% -$795 0.02% 353
2023
Q4 		$212K Buy
+7,036
New +$197K 0.02% 363
2023
Q3 		– Sell
-7,180
Closed -$220K – 372
2023
Q2 		$220K Sell
7,180
-139
-2% -$4.17K 0.03% 340
2023
Q1 		$215K Buy
7,319
+283
+4% +$8.12K 0.03% 337
2022
Q4 		$212K Buy
+7,036
New +$195K 0.02% 363

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound View Wealth Advisors Group's HPQ Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of HP (HPQ) in Q1 2026, closing a stake of 9,074 shares — an estimated $202K sold.

Sound View Wealth Advisors Group first reported a position in HPQ in Q4 2022 and held it in 12 quarters. The position peaked at $358K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Sound View Wealth Advisors Group reported no remaining HP position as of Q1 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 9,074 HP shares in Q1 2026, an estimated $202K.
  • Sound View Wealth Advisors Group first reported a position in HP in Q4 2022 and held it in 12 quarters.
  • Sound View Wealth Advisors Group's HP position peaked at $358K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.