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Summit Wealth Partners’s HP HPQ Stock Holding History

Summit 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
2026
Q2 		$217K Buy
+9,899
New +$219K 0.03% 273
2024
Q4 		– Sell
-5,630
Closed -$202K – 216
2024
Q3 		$202K Buy
+5,630
New +$198K 0.04% 231
2022
Q2 		– Sell
-5,650
Closed -$205K – 173
2022
Q1 		$205K Hold
5,650
– – 0.05% 161
2021
Q4 		$213K Buy
+5,650
New +$185K 0.05% 151

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

Summit Wealth Partners's HPQ Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in HP (HPQ) in Q2 2026: 9,899 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings. This is a return to the name: Summit Wealth Partners previously reported a position in HPQ as recently as Q3 2024.

Summit Wealth Partners first reported a position in HPQ in Q4 2021 and has held it in 4 quarters since. 1,088 funds tracked by Wall St. Rank hold HPQ as of Q2 2026.

  • Summit Wealth Partners held 9,899 shares of HP worth $217K as of Q2 2026.
  • HP was a new Summit Wealth Partners position in Q2 2026.
  • HP made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Summit Wealth Partners first reported a position in HP in Q4 2021 and has held it in 4 quarters since.
  • 1,088 funds tracked by Wall St. Rank held HP as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.