Foster & Motley’s Hewlett Packard HPE Stock Holding History

Foster & Motley’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
2026 Q1	$7.16M	Sell	300,714 -23,724	-7%	-$526K	0.37%	77
2025 Q4	$7.79M	Sell	324,438 -30,761	-9%	-$725K	0.42%	64
2025 Q3	$8.72M	Sell	355,199 -15,968	-4%	-$353K	0.47%	53
2025 Q2	$7.59M	Sell	371,167 -18,765	-5%	-$315K	0.44%	55
2025 Q1	$6.02M	Sell	389,932 -3,968	-1%	-$79K	0.38%	66
2024 Q4	$8.41M	Buy	393,900 +3,008	+0.8%	+$63.5K	0.55%	44
2024 Q3	$8M	Sell	390,892 -9,858	-2%	-$188K	0.51%	47
2024 Q2	$8.48M	Sell	400,750 -1,929	-0.5%	-$35.6K	0.58%	41
2024 Q1	$7.14M	Buy	402,679 +5,740	+1%	+$93.2K	0.49%	48
2023 Q4	$6.74M	Buy	396,939 +11,141	+3%	+$182K	0.5%	46
2023 Q3	$6.7M	Buy	385,798 +15,028	+4%	+$258K	0.55%	42
2023 Q2	$6.23M	Buy	370,770 +7,182	+2%	+$110K	0.48%	46
2023 Q1	$5.79M	Buy	363,588 +37,155	+11%	+$584K	0.47%	52
2022 Q4	$5.21M	Buy	326,433 +82,729	+34%	+$1.22M	0.44%	58
2022 Q3	$2.92M	Buy	243,704 +86,091	+55%	+$1.17M	0.28%	97
2022 Q2	$2.09M	Buy	+157,613	New	+$2.39M	0.18%	133
2016 Q1	–	Sell	-131,074	Closed	-$1.16M	–	173
2015 Q4	$1.16M	Buy	+131,074	New	+$1.1M	0.25%	97

Other funds holding HPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return