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Dynasty Wealth Management’s Hewlett Packard HPE Stock Holding History

Dynasty Wealth 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
-25,584
Closed -$523K – 328
2025
Q2 		$523K Sell
25,584
-8,323
-25% -$140K 0.01% 178
2025
Q1 		$523K Buy
33,907
+925
+3% +$18.4K 0.01% 196
2024
Q4 		$704K Buy
32,982
+12,677
+62% +$268K 0.01% 177
2024
Q3 		$415K Buy
+20,305
New +$388K 0.01% 185

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

Dynasty Wealth Management's HPE Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 25,584 shares — an estimated $523K sold.

Dynasty Wealth Management first reported a position in HPE in Q3 2024 and held it in 4 quarters. The position peaked at $704K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 25,584 Hewlett Packard shares in Q3 2025, an estimated $523K.
  • Dynasty Wealth Management first reported a position in Hewlett Packard in Q3 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Hewlett Packard position peaked at $704K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.