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Unique Wealth Strategies’s HP HPQ Stock Holding History

Unique Wealth Strategies’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
-19,045
Closed -$527K – 218
2025
Q1 		$527K Buy
19,045
+2,257
+13% +$71.4K 0.24% 121
2024
Q4 		$548K Buy
+16,788
New +$604K 0.24% 119
2024
Q3 		– Sell
-285
Closed -$8.61K – 413
2024
Q2 		$8.61K Buy
+285
New +$9.04K ﹤0.01% 332

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

Unique Wealth Strategies's HPQ Position: Q2 2025 in Review

Unique Wealth Strategies sold out of HP (HPQ) in Q2 2025, closing a stake of 19,045 shares — an estimated $527K sold.

Unique Wealth Strategies first reported a position in HPQ in Q2 2024 and held it in 3 quarters. The position peaked at $548K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold HPQ as of Q2 2025.

  • Unique Wealth Strategies reported no remaining HP position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 19,045 HP shares in Q2 2025, an estimated $527K.
  • Unique Wealth Strategies first reported a position in HP in Q2 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's HP position peaked at $548K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held HP as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.