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Forge First Asset Management’s Hewlett Packard HPE Stock Holding History

Forge First 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 		$13.2M Buy
+536,100
New +$11.9M 6.04% 5
2024
Q3 		– Sell
-99,200
Closed -$2.1M – 45
2024
Q2 		$2.1M Buy
+99,200
New +$1.83M 0.89% 30

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

Forge First Asset Management's HPE Position: Q3 2025 in Review

Forge First Asset Management opened a new position in Hewlett Packard (HPE) in Q3 2025: 536,100 shares worth $13.2M. The stake represents 6.04% of the portfolio and ranks #5 among its holdings. This is a return to the name: Forge First Asset Management previously reported a position in HPE as recently as Q2 2024.

Forge First Asset Management first reported a position in HPE in Q2 2024 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • Forge First Asset Management held 536,100 shares of Hewlett Packard worth $13.2M as of Q3 2025.
  • Hewlett Packard was a new Forge First Asset Management position in Q3 2025.
  • Hewlett Packard made up 6.04% of Forge First Asset Management's portfolio in Q3 2025, its #5 holding.
  • Forge First Asset Management first reported a position in Hewlett Packard in Q2 2024 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

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