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Fortem Financial Group’s Hewlett Packard HPE Stock Holding History

Fortem Financial Group’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
Q4 		– Sell
-8,260
Closed -$203K – 183
2025
Q3 		$203K Sell
8,260
-4,206
-34% -$93K 0.06% 160
2025
Q2 		$255K Sell
12,466
-29,910
-71% -$501K 0.08% 142
2025
Q1 		$654K Sell
42,376
-12,611
-23% -$251K 0.25% 103
2024
Q4 		$1.17M Buy
54,987
+342
+0.6% +$7.22K 0.45% 63
2024
Q3 		$1.12M Buy
54,645
+4,152
+8% +$79.3K 0.45% 66
2024
Q2 		$1.07M Sell
50,493
-1,519
-3% -$28K 0.46% 71
2024
Q1 		$922K Buy
52,012
+4,265
+9% +$69.3K 0.4% 82
2023
Q4 		$811K Sell
47,747
-4,652
-9% -$75.8K 0.4% 81
2023
Q3 		$910K Sell
52,399
-13,732
-21% -$236K 0.53% 58
2023
Q2 		$1.11M Buy
66,131
+17,877
+37% +$273K 0.66% 46
2023
Q1 		$769K Buy
48,254
+15,087
+45% +$237K 0.5% 71
2022
Q4 		$529K Buy
33,167
+3,130
+10% +$46.1K 0.31% 95
2022
Q3 		$360K Sell
30,037
-1,997
-6% -$27.1K 0.25% 119
2022
Q2 		$425K Buy
+32,034
New +$486K 0.28% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortem Financial Group's HPE Position: Q4 2025 in Review

Fortem Financial Group sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 8,260 shares — an estimated $203K sold.

Fortem Financial Group first reported a position in HPE in Q2 2022 and held it in 14 quarters. The position peaked at $1.17M in Q4 2024. 1,117 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Fortem Financial Group reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • Fortem Financial Group sold 8,260 Hewlett Packard shares in Q4 2025, an estimated $203K.
  • Fortem Financial Group first reported a position in Hewlett Packard in Q2 2022 and held it in 14 quarters.
  • Fortem Financial Group's Hewlett Packard position peaked at $1.17M in Q4 2024.
  • 1,117 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.