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Total Wealth Planning & Management’s HP HPQ Stock Holding History

Total Wealth Planning & 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
Q2 		– Sell
-10,600
Closed -$294K – 230
2025
Q1 		$294K Hold
10,600
– – 0.28% 136
2024
Q4 		$346K Buy
+10,600
New +$381K 0.31% 108

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Wealth Planning & Management's HPQ Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of HP (HPQ) in Q2 2025, closing a stake of 12,050 shares — an estimated $334K sold.

Total Wealth Planning & Management first reported a position in HPQ in Q4 2024 and held it in 2 quarters. The position peaked at $393K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 12,050 HP shares in Q2 2025, an estimated $334K.
  • Total Wealth Planning & Management first reported a position in HP in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's HP position peaked at $393K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.