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Aaron Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Aaron Wealth Advisors’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,495
Closed -$245K – 469
2024
Q4 		$245K Sell
11,495
-390
-3% -$8.23K 0.03% 370
2024
Q3 		$243K Buy
+11,885
New +$227K 0.03% 360
2022
Q2 		– Sell
-40,254
Closed -$2.41M – 475
2022
Q1 		$2.41M Buy
+40,254
New +$675K 0.03% 208

Other funds holding HPE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aaron Wealth Advisors's HPE Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 11,495 shares — an estimated $245K sold.

Aaron Wealth Advisors first reported a position in HPE in Q1 2022 and held it in 3 quarters. The position peaked at $2.41M in Q1 2022. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Aaron Wealth Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 11,495 Hewlett Packard shares in Q1 2025, an estimated $245K.
  • Aaron Wealth Advisors first reported a position in Hewlett Packard in Q1 2022 and held it in 3 quarters.
  • Aaron Wealth Advisors's Hewlett Packard position peaked at $2.41M in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.