BTS Asset Management’s Hewlett Packard HPE Stock Holding History

BTS Asset Management’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	-11,555	Closed	-$236K	–	35
2025 Q2	$236K	Buy	+11,555	New	+$194K	0.28%	31

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTS Asset Management's HPE Position: Q3 2025 in Review

BTS Asset Management sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 11,555 shares — an estimated $236K sold.

BTS Asset Management first reported a position in HPE in Q2 2025 and held it in 1 quarter. The position peaked at $236K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

BTS Asset Management reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
BTS Asset Management sold 11,555 Hewlett Packard shares in Q3 2025, an estimated $236K.
BTS Asset Management first reported a position in Hewlett Packard in Q2 2025 and held it in 1 quarter.
BTS Asset Management's Hewlett Packard position peaked at $236K in Q2 2025.
1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on BTS Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.