Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Hewlett Packard HPE Stock Holding History

Envestnet Portfolio Solutions’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
-12,221
Closed -$250K – 1507
2025
Q2 		$250K Sell
12,221
-4,267
-26% -$71.5K ﹤0.01% 1416
2025
Q1 		$254K Sell
16,488
-8,854
-35% -$176K ﹤0.01% 1372
2024
Q4 		$541K Buy
25,342
+6,629
+35% +$140K ﹤0.01% 1211
2024
Q3 		$383K Buy
18,713
+2,185
+13% +$41.8K ﹤0.01% 1330
2024
Q2 		$350K Buy
+16,528
New +$305K ﹤0.01% 1293

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

Envestnet Portfolio Solutions's HPE Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 12,221 shares — an estimated $250K sold.

Envestnet Portfolio Solutions first reported a position in HPE in Q2 2024 and held it in 5 quarters. The position peaked at $541K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,221 Hewlett Packard shares in Q3 2025, an estimated $250K.
  • Envestnet Portfolio Solutions first reported a position in Hewlett Packard in Q2 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Hewlett Packard position peaked at $541K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.