Tortoise Investment Management’s HP HPQ Stock Holding History

Tortoise Investment Management’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	-66	Closed	-$1.8K	–	760
2025 Q3	$1.8K	Buy	66 +19	+40%	+$506	﹤0.01%	904
2025 Q2	$1.15K	Buy	+47	New	+$1.2K	﹤0.01%	934
2022 Q3	–	Sell	-100	Closed	-$3K	–	758
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	649
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	592
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	562
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	570
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	555
2021 Q1	$3K	Buy	+100	New	+$2.76K	﹤0.01%	532
2020 Q3	–	Sell	-145	Closed	-$3K	–	532
2020 Q2	$3K	Sell	145 -286	-66%	-$4.54K	﹤0.01%	444
2020 Q1	$7K	Hold	431	–	–	﹤0.01%	410
2019 Q4	$9K	Hold	431	–	–	﹤0.01%	426
2019 Q3	$8K	Hold	431	–	–	﹤0.01%	434
2019 Q2	$9K	Hold	431	–	–	﹤0.01%	439
2019 Q1	$8K	Buy	431 +286	+197%	+$6.06K	﹤0.01%	434
2018 Q4	$3K	Hold	145	–	–	﹤0.01%	477
2018 Q3	$4K	Sell	145 -162	-53%	-$3.91K	﹤0.01%	471
2018 Q2	$7K	Hold	307	–	–	﹤0.01%	441
2018 Q1	$7K	Sell	307 -40	-12%	-$903	﹤0.01%	418
2017 Q4	$7K	Buy	347 +145	+72%	+$3.08K	﹤0.01%	424
2017 Q3	$4K	Hold	202	–	–	﹤0.01%	423
2017 Q2	$4K	Buy	202 +162	+405%	+$2.97K	﹤0.01%	421
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	454
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	470
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	423
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	470
2016 Q1	$0	Buy	+40	New	+$428	﹤0.01%	412
2015 Q1	–	Sell	-551	Closed	-$10K	–	450
2014 Q4	$10K	Buy	+551	New	+$9.23K	﹤0.01%	312

Other funds holding HPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tortoise Investment Management's HPQ Position: Q4 2025 in Review

Tortoise Investment Management sold out of HP (HPQ) in Q4 2025, closing a stake of 66 shares — an estimated $1.8K sold.

Tortoise Investment Management first reported a position in HPQ in Q4 2014 and held it in 27 quarters. The position peaked at $10K in Q4 2014. 1,087 funds tracked by Wall St. Rank hold HPQ as of Q4 2025.

Tortoise Investment Management reported no remaining HP position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 66 HP shares in Q4 2025, an estimated $1.8K.
Tortoise Investment Management first reported a position in HP in Q4 2014 and held it in 27 quarters.
Tortoise Investment Management's HP position peaked at $10K in Q4 2014.
1,087 funds tracked by Wall St. Rank held HP as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.