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Founders Financial Alliance’s Hewlett Packard HPE Stock Holding History

Founders Financial Alliance’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
Q1 		– Sell
-2,529
Closed -$54K – 630
2024
Q4 		$54K Buy
2,529
+7
+0.3% +$148 0.01% 376
2024
Q3 		$51.6K Sell
2,522
-62
-2% -$1.19K 0.01% 385
2024
Q2 		$54.7K Buy
2,584
+112
+5% +$2.06K 0.02% 367
2024
Q1 		$43.8K Buy
2,472
+9
+0.4% +$146 0.01% 391
2023
Q4 		$41.8K Buy
2,463
+851
+53% +$13.9K 0.02% 353
2023
Q3 		$28K Buy
+1,612
New +$27.7K 0.01% 360
2023
Q1 		– Sell
-2,649
Closed -$42.3K – 472
2022
Q4 		$42.3K Buy
2,649
+18
+0.7% +$265 0.02% 342
2022
Q3 		$32K Sell
2,631
-159
-6% -$2.16K 0.02% 355
2022
Q2 		$37K Buy
2,790
+190
+7% +$2.88K 0.02% 362
2022
Q1 		$43K Buy
2,600
+14
+0.5% +$235 0.02% 333
2021
Q4 		$41K Buy
+2,586
New +$39K 0.02% 365
2020
Q4 		– Sell
-541
Closed -$5K – 794
2020
Q3 		$5K Buy
+541
New +$5.17K ﹤0.01% 973

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Alliance's HPE Position: Q1 2025 in Review

Founders Financial Alliance sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 2,529 shares — an estimated $54K sold.

Founders Financial Alliance first reported a position in HPE in Q3 2020 and held it in 12 quarters. The position peaked at $54.7K in Q2 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Founders Financial Alliance reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 2,529 Hewlett Packard shares in Q1 2025, an estimated $54K.
  • Founders Financial Alliance first reported a position in Hewlett Packard in Q3 2020 and held it in 12 quarters.
  • Founders Financial Alliance's Hewlett Packard position peaked at $54.7K in Q2 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.