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Badgley Phelps Wealth Managers’s Hewlett Packard HPE Stock Holding History

Badgley Phelps Wealth Managers’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
-10,941
Closed -$235K – 302
2024
Q4 		$235K Hold
10,941
– – 0.01% 276
2024
Q3 		$225K Buy
+10,941
New +$209K 0.01% 277

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

Badgley Phelps Wealth Managers's HPE Position: Q1 2025 in Review

Badgley Phelps Wealth Managers sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 10,941 shares — an estimated $235K sold.

Badgley Phelps Wealth Managers first reported a position in HPE in Q3 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Badgley Phelps Wealth Managers reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 10,941 Hewlett Packard shares in Q1 2025, an estimated $235K.
  • Badgley Phelps Wealth Managers first reported a position in Hewlett Packard in Q3 2024 and held it in 2 quarters.
  • Badgley Phelps Wealth Managers's Hewlett Packard position peaked at $235K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2025, filed 30 Apr 2025.