WANY
HPQ icon

Wealthspire Advisors (New York)’s HP HPQ Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$361K Sell
18,759
-9,962
-35% -$194K ﹤0.01% 677
2025
Q4 		$640K Buy
28,721
+9,927
+53% +$253K 0.01% 540
2025
Q3 		$512K Sell
18,794
-1,484
-7% -$39.5K ﹤0.01% 531
2025
Q2 		$496K Buy
20,278
+1,545
+8% +$39.4K ﹤0.01% 539
2025
Q1 		$519K Sell
18,733
-1,472
-7% -$46.6K ﹤0.01% 504
2024
Q4 		$659K Buy
20,205
+311
+2% +$11.2K 0.01% 445
2024
Q3 		$714K Sell
19,894
-1,737
-8% -$61.2K 0.01% 429
2024
Q2 		$758K Sell
21,631
-1,478
-6% -$46.9K 0.01% 357
2024
Q1 		$699K Sell
23,109
-1,988
-8% -$58.5K 0.01% 366
2023
Q4 		$755K Buy
25,097
+1,141
+5% +$32K 0.01% 357
2023
Q3 		$616K Buy
23,956
+3,650
+18% +$112K 0.01% 355
2023
Q2 		$624K Buy
20,306
+737
+4% +$22.1K 0.01% 326
2023
Q1 		$575K Sell
19,569
-3,240
-14% -$93K 0.01% 333
2022
Q4 		$613K Buy
22,809
+3,351
+17% +$92.8K 0.01% 344
2022
Q3 		$485K Sell
19,458
-631
-3% -$19.4K 0.01% 338
2022
Q2 		$659K Buy
+20,089
New +$737K 0.01% 278
2022
Q1 		– Sell
-8,264
Closed -$311K – 487
2021
Q4 		$311K Buy
+8,264
New +$270K 0.01% 409
2021
Q2 		– Sell
-13,649
Closed -$433K – 503
2021
Q1 		$433K Buy
13,649
+3,021
+28% +$83.4K 0.01% 432
2020
Q4 		$261K Buy
+10,628
New +$223K 0.01% 481
2020
Q2 		– Sell
-12,335
Closed -$214K – 383
2020
Q1 		$214K Buy
+12,335
New +$250K 0.01% 472
2019
Q1 		– Sell
-1,249
Closed -$26K – 375
2018
Q4 		$26K Buy
+1,249
New +$29.1K ﹤0.01% 286

Other funds holding HPQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s HPQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its HP (HPQ) stake by 35% in Q1 2026, selling an estimated $194K and leaving 18,759 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Wealthspire Advisors (New York) first reported a position in HPQ in Q4 2018 and has held it in 21 quarters since. The position peaked at $758K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold HPQ as of Q1 2026.

  • Wealthspire Advisors (New York) held 18,759 shares of HP worth $361K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 9,962 HP shares in Q1 2026, an estimated $194K.
  • HP made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #677 holding.
  • Wealthspire Advisors (New York) first reported a position in HP in Q4 2018 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s HP position peaked at $758K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held HP as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.