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BOK Financial Private Wealth’s Hewlett Packard HPE Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-383
Closed -$7.88K – 410
2025
Q2 		$7.88K Hold
383
– – ﹤0.01% 372
2025
Q1 		$5.96K Sell
383
-43
-10% -$856 ﹤0.01% 422
2024
Q4 		$9.15K Sell
426
-723
-63% -$15.3K ﹤0.01% 374
2024
Q3 		$23.8K Buy
+1,149
New +$22K ﹤0.01% 328

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial Private Wealth's HPE Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 383 shares — an estimated $7.88K sold.

BOK Financial Private Wealth first reported a position in HPE in Q3 2024 and held it in 4 quarters. The position peaked at $23.8K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 383 Hewlett Packard shares in Q3 2025, an estimated $7.88K.
  • BOK Financial Private Wealth first reported a position in Hewlett Packard in Q3 2024 and held it in 4 quarters.
  • BOK Financial Private Wealth's Hewlett Packard position peaked at $23.8K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.