HWA
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Heartwood Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Heartwood Wealth Advisors’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
-60
Closed -$1.47K – 381
2025
Q3 		$1.47K Buy
+60
New +$1.33K ﹤0.01% 523

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 $3.38T AUM 44.17% 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

Heartwood Wealth Advisors's HPE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 60 shares — an estimated $1.47K sold.

Heartwood Wealth Advisors first reported a position in HPE in Q3 2025 and held it in 1 quarter. The position peaked at $1.47K in Q3 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 60 Hewlett Packard shares in Q4 2025, an estimated $1.47K.
  • Heartwood Wealth Advisors first reported a position in Hewlett Packard in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Hewlett Packard position peaked at $1.47K in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.