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Atria Wealth Solutions’s Hewlett Packard HPE Stock Holding History

Atria Wealth Solutions’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
Q2 		$358K Sell
17,422
-13,531
-44% -$227K 0.01% 1075
2025
Q1 		$479K Buy
30,953
+1,057
+4% +$21K 0.01% 1221
2024
Q4 		$640K Sell
29,896
-3,086
-9% -$65.1K 0.01% 1135
2024
Q3 		$676K Buy
32,982
+17,732
+116% +$339K 0.01% 1086
2024
Q2 		$324K Sell
15,250
-51
-0.3% -$940 ﹤0.01% 1461
2024
Q1 		$272K Buy
15,301
+381
+3% +$6.19K ﹤0.01% 1621
2023
Q4 		$254K Sell
14,920
-134
-0.9% -$2.18K ﹤0.01% 1620
2023
Q3 		$262K Sell
15,054
-175
-1% -$3.01K ﹤0.01% 1505
2023
Q2 		$257K Buy
15,229
+966
+7% +$14.8K ﹤0.01% 1535
2023
Q1 		$229K Buy
+14,263
New +$224K ﹤0.01% 1587
2022
Q2 		– Sell
-39,846
Closed -$668K – 1746
2022
Q1 		$668K Buy
+39,846
New +$668K 0.01% 915

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atria Wealth Solutions's HPE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Hewlett Packard (HPE) stake by 44% in Q2 2025, selling an estimated $227K and leaving 17,422 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1075.

Atria Wealth Solutions first reported a position in HPE in Q1 2022 and has held it in 11 quarters since. The position peaked at $676K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Atria Wealth Solutions held 17,422 shares of Hewlett Packard worth $358K as of Q2 2025.
  • Atria Wealth Solutions sold 13,531 Hewlett Packard shares in Q2 2025, an estimated $227K.
  • Hewlett Packard made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1075 holding.
  • Atria Wealth Solutions first reported a position in Hewlett Packard in Q1 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's Hewlett Packard position peaked at $676K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.