Kaufman Rossin Wealth’s Hewlett Packard HPE Stock Holding History

Kaufman Rossin Wealth’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	-11,605	Closed	-$179K	–	167
2025 Q1	$179K	Buy	+11,605	New	+$231K	0.13%	144

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kaufman Rossin Wealth's HPE Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 11,605 shares — an estimated $179K sold.

Kaufman Rossin Wealth first reported a position in HPE in Q1 2025 and held it in 1 quarter. The position peaked at $179K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 11,605 Hewlett Packard shares in Q2 2025, an estimated $179K.
Kaufman Rossin Wealth first reported a position in Hewlett Packard in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Hewlett Packard position peaked at $179K in Q1 2025.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.