CWC
HPE icon

Carolinas Wealth Consulting’s Hewlett Packard HPE Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-374
Closed -$5.77K – 411
2025
Q1 		$5.77K Buy
374
+92
+33% +$1.83K ﹤0.01% 587
2024
Q4 		$6.05K Buy
282
+24
+9% +$507 ﹤0.01% 608
2024
Q3 		$5.31K Hold
258
– – ﹤0.01% 656
2024
Q2 		$5.46K Buy
258
+76
+42% +$1.4K ﹤0.01% 639
2024
Q1 		$3.24K Buy
182
+103
+130% +$1.67K ﹤0.01% 713
2023
Q4 		$1.35K Hold
79
– – ﹤0.01% 792
2023
Q3 		$1.22K Sell
79
-86
-52% -$1.48K ﹤0.01% 802
2023
Q2 		$2.79K Buy
165
+91
+123% +$1.39K ﹤0.01% 768
2023
Q1 		$1.19K Hold
74
– – ﹤0.01% 865
2022
Q4 		$1.19K Sell
74
-71
-49% -$1.05K ﹤0.01% 876
2022
Q3 		$2K Buy
145
+74
+104% +$1.01K ﹤0.01% 763
2022
Q2 		$1K Buy
71
+1
+1% +$15 ﹤0.01% 823
2022
Q1 		$1K Hold
70
– – ﹤0.01% 851
2021
Q4 		$1K Hold
70
– – ﹤0.01% 889
2021
Q3 		$1K Buy
70
+1
+1% +$14 ﹤0.01% 863
2021
Q2 		$1K Buy
69
+1
+1% +$16 ﹤0.01% 874
2021
Q1 		$1K Buy
68
+1
+1% +$14 ﹤0.01% 873
2020
Q4 		$1K Sell
67
-101
-60% -$1.06K ﹤0.01% 800
2020
Q3 		$2K Buy
168
+102
+155% +$974 ﹤0.01% 703
2020
Q2 		$1K Buy
+66
New +$648 ﹤0.01% 572

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's HPE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 374 shares — an estimated $5.77K sold.

Carolinas Wealth Consulting first reported a position in HPE in Q2 2020 and held it in 20 quarters. The position peaked at $6.05K in Q4 2024. 1,034 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 374 Hewlett Packard shares in Q2 2025, an estimated $5.77K.
  • Carolinas Wealth Consulting first reported a position in Hewlett Packard in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Hewlett Packard position peaked at $6.05K in Q4 2024.
  • 1,034 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.