Position in HPQ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$217,184
+$15,236 QoQ
Shares Held
9,899
+75.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#740
of 1,073 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPQ Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Summit Wealth Partners, LLC holds $1,306,300 across 2 Computer Hardware names. HPQ ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
479 | $1,089,116 | |
| 2 | HPQ |
Hp Inc
This page
|
9,899 | $217,184 |
All Filings in HPQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,184 | 9,899 | Shares | Sole | 2026-08-03 | |
| 2024-09-30 | $201,948 | 5,630 | Shares | Sole | 2024-10-28 | |
| 2022-03-31 | $205,095 | 5,650 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $212,835 | 5,650 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||