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Valeo Financial Advisors’s HP HPQ Stock Holding History

Valeo Financial 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
Q3 		$202K Buy
+6,449
New +$186K ﹤0.01% 782
2025
Q3 		– Sell
-13,639
Closed -$334K – 856
2025
Q2 		$334K Sell
13,639
-4,402
-24% -$112K 0.01% 545
2025
Q1 		$500K Sell
18,041
-16,831
-48% -$532K 0.01% 415
2024
Q4 		$1.14M Buy
34,872
+188
+0.5% +$6.76K 0.03% 235
2024
Q3 		$1.24M Buy
34,684
+24,189
+230% +$852K 0.04% 218
2024
Q2 		$368K Buy
10,495
+845
+9% +$26.8K 0.01% 464
2024
Q1 		$271K Buy
9,650
+196
+2% +$5.77K 0.01% 541
2023
Q4 		$284K Buy
+9,454
New +$265K 0.01% 507
2023
Q3 		– Sell
-6,853
Closed -$210K – 662
2023
Q2 		$210K Sell
6,853
-508
-7% -$15.3K 0.01% 534
2023
Q1 		$216K Buy
+7,361
New +$211K 0.01% 530
2021
Q2 		– Sell
-3,998
Closed -$127K – 1082
2021
Q1 		$127K Sell
3,998
-573
-13% -$15.8K 0.01% 552
2020
Q4 		$112K Sell
4,571
-725
-14% -$15.2K 0.01% 536
2020
Q3 		$101K Sell
5,296
-192
-3% -$3.5K 0.01% 473
2020
Q2 		$96K Sell
5,488
-4,707
-46% -$74.8K 0.01% 517
2020
Q1 		$163K Sell
10,195
-695
-6% -$14.1K 0.02% 329
2019
Q4 		$224K Sell
10,890
-1,628
-13% -$30.8K 0.02% 299
2019
Q3 		$237K Buy
12,518
+2
+0% +$39 0.03% 273
2019
Q2 		$260K Buy
12,516
+502
+4% +$9.93K 0.03% 243
2019
Q1 		$233K Sell
12,014
-876
-7% -$18.6K 0.03% 248
2018
Q4 		$264K Sell
12,890
-1,389
-10% -$32.4K 0.04% 221
2018
Q3 		$344K Buy
14,279
+77
+0.5% +$1.86K 0.05% 199
2018
Q2 		$338K Buy
14,202
+4,095
+41% +$91.3K 0.05% 210
2018
Q1 		$222K Buy
10,107
+3,573
+55% +$80.7K 0.04% 245
2017
Q4 		$137K Buy
6,534
+4,011
+159% +$85.3K 0.02% 291
2017
Q3 		$50K Buy
+2,523
New +$48K 0.01% 407

Other funds holding HPQ

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's HPQ Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in HP (HPQ) in Q3 2026: 6,449 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in HPQ as recently as Q2 2025.

Valeo Financial Advisors first reported a position in HPQ in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.24M in Q3 2024. 48 funds tracked by Wall St. Rank hold HPQ as of Q3 2026.

  • Valeo Financial Advisors held 6,449 shares of HP worth $202K as of Q3 2026.
  • HP was a new Valeo Financial Advisors position in Q3 2026.
  • HP made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #782 holding.
  • Valeo Financial Advisors first reported a position in HP in Q3 2017 and has held it in 25 quarters since.
  • Valeo Financial Advisors's HP position peaked at $1.24M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held HP as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.