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Global Financial Private Client’s Hewlett Packard HPE Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-77
Closed -$1.19K – 820
2025
Q1 		$1.19K Buy
77
+42
+120% +$836 ﹤0.01% 1016
2024
Q4 		$747 Buy
+35
New +$739 ﹤0.01% 840

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Global Financial Private Client's HPE Position: Q2 2025 in Review

Global Financial Private Client sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 77 shares — an estimated $1.19K sold.

Global Financial Private Client first reported a position in HPE in Q4 2024 and held it in 2 quarters. The position peaked at $1.19K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Global Financial Private Client reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 77 Hewlett Packard shares in Q2 2025, an estimated $1.19K.
  • Global Financial Private Client first reported a position in Hewlett Packard in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Hewlett Packard position peaked at $1.19K in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.