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Colonial Trust Advisors’s Hewlett Packard HPE Stock Holding History

Colonial Trust Advisors’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
-390
Closed -$6.02K – 714
2025
Q1 		$6.02K Buy
390
+100
+34% +$1.99K ﹤0.01% 550
2024
Q4 		$6.19K Buy
290
+90
+45% +$1.9K ﹤0.01% 538
2024
Q3 		$4.09K Hold
200
– – ﹤0.01% 636
2024
Q2 		$4.23K Buy
200
+186
+1,329% +$3.43K ﹤0.01% 625
2024
Q1 		$248 Buy
14
+3
+27% +$49 ﹤0.01% 960
2023
Q4 		$187 Hold
11
– – ﹤0.01% 866
2023
Q3 		$191 Hold
11
– – ﹤0.01% 874
2023
Q2 		$185 Hold
11
– – ﹤0.01% 878
2023
Q1 		$175 Hold
11
– – ﹤0.01% 869
2022
Q4 		$176 Buy
+11
New +$162 ﹤0.01% 878

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

Colonial Trust Advisors's HPE Position: Q2 2025 in Review

Colonial Trust Advisors sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 390 shares — an estimated $6.02K sold.

Colonial Trust Advisors first reported a position in HPE in Q4 2022 and held it in 10 quarters. The position peaked at $6.19K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Colonial Trust Advisors reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 390 Hewlett Packard shares in Q2 2025, an estimated $6.02K.
  • Colonial Trust Advisors first reported a position in Hewlett Packard in Q4 2022 and held it in 10 quarters.
  • Colonial Trust Advisors's Hewlett Packard position peaked at $6.19K in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Colonial Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.