AAS
HPE icon

Avantax Advisory Services’s Hewlett Packard HPE Stock Holding History

Avantax 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
Q2 		$918K Sell
44,905
-5,088
-10% -$85.3K 0.01% 1216
2025
Q1 		$771K Buy
49,993
+1,864
+4% +$37.1K ﹤0.01% 1230
2024
Q4 		$1.03M Buy
48,129
+2,047
+4% +$43.2K 0.01% 1026
2024
Q3 		$943K Buy
46,082
+17,360
+60% +$332K 0.01% 1062
2024
Q2 		$608K Buy
28,722
+10,952
+62% +$202K ﹤0.01% 1244
2024
Q1 		$315K Buy
17,770
+822
+5% +$13.3K ﹤0.01% 1270
2023
Q4 		$288K Sell
16,948
-14,819
-47% -$241K ﹤0.01% 1254
2023
Q3 		$552K Buy
31,767
+16,653
+110% +$286K 0.01% 904
2023
Q2 		$254K Buy
15,114
+2,226
+17% +$34K ﹤0.01% 1274
2023
Q1 		$205K Sell
12,888
-2,609
-17% -$41K ﹤0.01% 1366
2022
Q4 		$247K Sell
15,497
-17,896
-54% -$264K ﹤0.01% 1206
2022
Q3 		$400K Buy
33,393
+4,145
+14% +$56.3K 0.01% 877
2022
Q2 		$388K Sell
29,248
-738
-2% -$11.2K 0.01% 891
2022
Q1 		$501K Sell
29,986
-469
-2% -$7.86K 0.01% 785
2021
Q4 		$480K Buy
30,455
+1,479
+5% +$22.3K 0.01% 777
2021
Q3 		$414K Sell
28,976
-1,604
-5% -$23.2K 0.01% 786
2021
Q2 		$449K Buy
30,580
+1,031
+3% +$16.3K 0.01% 742
2021
Q1 		$468K Buy
29,549
+3,906
+15% +$54.1K 0.01% 643
2020
Q4 		$305K Buy
25,643
+4,273
+20% +$44.8K 0.01% 718
2020
Q3 		$202K Buy
21,370
+10,290
+93% +$98.3K ﹤0.01% 1221
2020
Q2 		$111K Buy
11,080
+608
+6% +$5.97K ﹤0.01% 817
2020
Q1 		$105K Sell
10,472
-114
-1% -$1.49K ﹤0.01% 758
2019
Q4 		$168K Buy
+10,586
New +$169K ﹤0.01% 790

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

Avantax Advisory Services's HPE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hewlett Packard (HPE) stake by 10% in Q2 2025, selling an estimated $85.3K and leaving 44,905 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #1216.

Avantax Advisory Services first reported a position in HPE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Avantax Advisory Services held 44,905 shares of Hewlett Packard worth $918K as of Q2 2025.
  • Avantax Advisory Services sold 5,088 Hewlett Packard shares in Q2 2025, an estimated $85.3K.
  • Hewlett Packard made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1216 holding.
  • Avantax Advisory Services first reported a position in Hewlett Packard in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Hewlett Packard position peaked at $1.03M in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.