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Waldron Private Wealth’s HP HPQ Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-8,945
Closed -$294K – 354
2024
Q4 		$294K Sell
8,945
-1,692
-16% -$60.8K 0.01% 339
2024
Q3 		$382K Buy
10,637
+3,089
+41% +$109K 0.02% 291
2024
Q2 		$266K Buy
7,548
+227
+3% +$7.2K 0.01% 338
2024
Q1 		$223K Buy
7,321
+122
+2% +$3.59K 0.01% 375
2023
Q4 		$219K Buy
+7,199
New +$202K 0.01% 374
2022
Q3 		– Sell
-6,655
Closed -$219K – 383
2022
Q2 		$219K Buy
6,655
+548
+9% +$20.1K 0.01% 353
2022
Q1 		$223K Buy
6,107
+436
+8% +$16.1K 0.01% 369
2021
Q4 		$215K Buy
+5,671
New +$185K 0.01% 355
2017
Q2 		– Sell
-16,162
Closed -$288K – 171
2017
Q1 		$288K Buy
+16,162
New +$261K 0.07% 166

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waldron Private Wealth's HPQ Position: Q1 2025 in Review

Waldron Private Wealth sold out of HP (HPQ) in Q1 2025, closing a stake of 8,945 shares — an estimated $294K sold.

Waldron Private Wealth first reported a position in HPQ in Q1 2017 and held it in 9 quarters. The position peaked at $382K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

  • Waldron Private Wealth reported no remaining HP position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 8,945 HP shares in Q1 2025, an estimated $294K.
  • Waldron Private Wealth first reported a position in HP in Q1 2017 and held it in 9 quarters.
  • Waldron Private Wealth's HP position peaked at $382K in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.