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Summit Trail Advisors’s HP HPQ Stock Holding History

Summit Trail Advisors’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 		$2M Buy
103,932
+15,835
+18% +$308K 0.03% 527
2025
Q4 		$1.97M Buy
88,097
+9,701
+12% +$247K 0.03% 417
2025
Q3 		$2.14M Buy
+78,396
New +$2.09M 0.03% 410
2025
Q1 		– Sell
-9,703
Closed -$322K – 443
2024
Q4 		$322K Buy
9,703
+2,105
+28% +$75.7K 0.01% 281
2024
Q3 		$275K Sell
7,598
-4,430
-37% -$156K 0.01% 575
2024
Q2 		$425K Buy
12,028
+3,816
+46% +$121K 0.01% 408
2024
Q1 		$250K Buy
8,212
+1,335
+19% +$39.3K 0.01% 512
2023
Q4 		$209K Sell
6,877
-3,431
-33% -$96.1K 0.01% 489
2023
Q3 		$268K Buy
10,308
+1,829
+22% +$56.1K 0.01% 407
2023
Q2 		$262K Buy
+8,479
New +$255K 0.01% 403
2020
Q4 		– Sell
-14,397
Closed -$273K – 223
2020
Q3 		$273K Buy
+14,397
New +$263K 0.05% 162
2018
Q1 		– Sell
-7,322
Closed -$171K – 978
2017
Q4 		$171K Buy
+7,322
New +$156K 0.02% 482

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

Summit Trail Advisors's HPQ Position: Q1 2026 in Review

Summit Trail Advisors increased its HP (HPQ) stake by 18% in Q1 2026, buying an estimated $308K and bringing the position to 103,932 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #527.

Summit Trail Advisors first reported a position in HPQ in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.14M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Summit Trail Advisors held 103,932 shares of HP worth $2M as of Q1 2026.
  • Summit Trail Advisors bought 15,835 HP shares in Q1 2026, an estimated $308K.
  • HP made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #527 holding.
  • Summit Trail Advisors first reported a position in HP in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's HP position peaked at $2.14M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.