Van Hulzen Asset Management, LLC HPQ Hewlett-Packard

Ownership history in Van Hulzen Asset Management, LLC  ·  17 quarters on record

AI Ownership Summary

Van Hulzen Asset Management, LLC reported Hewlett-Packard (HPQ) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows HPQ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HPQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Hulzen Asset Management, LLC's position in Hewlett-Packard, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HPQ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Van Hulzen Asset Management, LLC held HPQ — position size vs. price
% of Fund (quarterly)    HPQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,839 0% 0.02% $241K 2025-11-13 $24.29
2025 Q2 UNCHANGED 8,839 0% 0.02% $216K 2025-08-13 $26.13
2025 Q1 REDUCED 8.3% -10.7% 8,839 -798 -8.3% 0.02% $245K 2025-05-14 $27.27
2024 Q4 ADDED 9,637 +37 +0.4% 0.02% $314K 2025-02-10 $30.93
2024 Q3 ADDED 9,600 +35 +0.4% 0.02% $344K 2024-11-12 $34.68
2024 Q2 REDUCED 27.1% +3.3% 9,565 -3,553 -27.1% 0.02% $335K 2024-08-07 $29.68
2024 Q1 ADDED 13,118 +450 +3.6% 0.03% $396K 2024-05-06 $26.14
2023 Q4 ADDED 12,668 +80 +0.6% 0.03% $381K 2024-02-07 $25.48
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Van Hulzen Asset Management, LLC and HPQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Van Hulzen Asset Management, LLC reported owning HPQ?

Van Hulzen Asset Management, LLC reported HPQ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HPQ position in Van Hulzen Asset Management, LLC's portfolio?

The largest reported portfolio weight for HPQ was 0.03% in 2023 Q4.

What is the latest reported HPQ position on this page?

The most recent filing on this page is 2025 Q3, when Van Hulzen Asset Management, LLC reported 8,839 shares, equal to 0.02% of portfolio, with an estimated market value of $241K.

What does the chart on this HPQ ownership page compare?

The chart compares Van Hulzen Asset Management, LLC's quarterly HPQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Van Hulzen Asset Management, LLC time their HPQ position?

Based on 13F filing dates vs. subsequent HPQ price moves, Van Hulzen Asset Management, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on HPQ relative to SPY over the holding period was -23.6%.

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