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Ameritas Advisory Services’s Hewlett Packard HPE Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-29,965
Closed -$736K – 1458
2025
Q3 		$736K Buy
29,965
+25,176
+526% +$557K 0.05% 303
2025
Q2 		$97.9K Buy
+4,789
New +$80.3K 0.01% 995
2023
Q2 		– Sell
-9,728
Closed -$146K – 1431
2023
Q1 		$146K Buy
+9,728
New +$153K 0.01% 872

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's HPE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 29,965 shares — an estimated $736K sold.

Ameritas Advisory Services first reported a position in HPE in Q1 2023 and held it in 3 quarters. The position peaked at $736K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 29,965 Hewlett Packard shares in Q4 2025, an estimated $736K.
  • Ameritas Advisory Services first reported a position in Hewlett Packard in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Hewlett Packard position peaked at $736K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.