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Holistic Financial Partners’s Hewlett Packard HPE Stock Holding History

Holistic Financial Partners’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
-12,363
Closed -$264K – 126
2024
Q4 		$264K Buy
+12,363
New +$261K 0.13% 96
2018
Q2 		– Sell
-406
Closed -$7K – 176
2018
Q1 		$7K Sell
406
-189
-32% -$3.21K 0.01% 346
2017
Q4 		$9K Buy
+595
New +$8.45K 0.01% 336

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

Holistic Financial Partners's HPE Position: Q1 2025 in Review

Holistic Financial Partners sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 12,363 shares — an estimated $264K sold.

Holistic Financial Partners first reported a position in HPE in Q4 2017 and held it in 3 quarters. The position peaked at $264K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Holistic Financial Partners reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 12,363 Hewlett Packard shares in Q1 2025, an estimated $264K.
  • Holistic Financial Partners first reported a position in Hewlett Packard in Q4 2017 and held it in 3 quarters.
  • Holistic Financial Partners's Hewlett Packard position peaked at $264K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Holistic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.