Kovitz Investment Group Partners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-299,964
| Closed | -$7.37M | – | 829 |
|
|
2025
Q3 | $7.37M | Sell |
299,964
-6,302
| -2% | -$139K | 0.03% | 385 |
|
|
2025
Q2 | $6.27M | Buy |
306,266
+4,117
| +1% | +$69K | 0.03% | 403 |
|
|
2025
Q1 | $4.66M | Buy |
302,149
+12,021
| +4% | +$239K | 0.02% | 417 |
|
|
2024
Q4 | $6.19M | Buy |
290,128
+13,288
| +5% | +$281K | 0.03% | 360 |
|
|
2024
Q3 | $5.22M | Buy |
276,840
+125,182
| +83% | +$2.39M | 0.04% | 336 |
|
|
2024
Q2 | $3.21M | Buy |
151,658
+3,818
| +3% | +$70.4K | 0.03% | 357 |
|
|
2024
Q1 | $2.62M | Sell |
147,840
-2,165
| -1% | -$35.2K | 0.03% | 273 |
|
|
2023
Q4 | $2.55M | Sell |
150,005
-2,277
| -1% | -$37.1K | 0.04% | 218 |
|
|
2023
Q3 | $2.65M | Buy |
152,282
+754
| +0.5% | +$13K | 0.05% | 212 |
|
|
2023
Q2 | $2.55M | Sell |
151,528
-1,979
| -1% | -$30.3K | 0.04% | 226 |
|
|
2023
Q1 | $2.44M | Buy |
153,507
+2,460
| +2% | +$38.6K | 0.04% | 225 |
|
|
2022
Q4 | $2.41M | Sell |
151,047
-18,208
| -11% | -$268K | 0.05% | 217 |
|
|
2022
Q3 | $2.03M | Sell |
169,255
-3,537
| -2% | -$48.1K | 0.05% | 221 |
|
|
2022
Q2 | $2.29M | Sell |
172,792
-105
| -0.1% | -$1.59K | 0.05% | 218 |
|
|
2022
Q1 | $2.89M | Sell |
172,897
-30,193
| -15% | -$506K | 0.06% | 212 |
|
|
2021
Q4 | $2.41M | Buy |
203,090
+22,593
| +13% | +$341K | 0.06% | 200 |
|
|
2021
Q3 | $2.57M | Sell |
180,497
-781
| -0.4% | -$11.3K | 0.05% | 208 |
|
|
2021
Q2 | $2.64M | Sell |
181,278
-16,452
| -8% | -$260K | 0.05% | 216 |
|
|
2021
Q1 | $3.11M | Sell |
197,730
-5,359
| -3% | -$74.2K | 0.07% | 178 |
|
|
2020
Q4 | $2.41M | Buy |
203,089
+18,433
| +10% | +$193K | 0.06% | 194 |
|
|
2020
Q3 | $1.73M | Buy |
184,656
+110,083
| +148% | +$1.05M | 0.05% | 207 |
|
|
2020
Q2 | $726K | Hold |
74,573
| – | – | 0.02% | 282 |
|
|
2020
Q1 | $724K | Hold |
74,573
| – | – | 0.03% | 270 |
|
|
2019
Q4 | $1.18M | Buy |
74,573
+873
| +1% | +$13.9K | 0.03% | 247 |
|
|
2019
Q3 | $1.12M | Sell |
73,700
-5,400
| -7% | -$76.8K | 0.04% | 250 |
|
|
2019
Q2 | $1.18M | Sell |
79,100
-400
| -0.5% | -$6.06K | 0.04% | 251 |
|
|
2019
Q1 | $1.23M | Sell |
79,500
-2,000
| -2% | -$30.8K | 0.04% | 253 |
|
|
2018
Q4 | $1.08M | Sell |
81,500
-7,700
| -9% | -$115K | 0.04% | 189 |
|
|
2018
Q3 | $1.46M | Hold |
89,200
| – | – | 0.07% | 75 |
|
|
2018
Q2 | $1.3M | Hold |
89,200
| – | – | 0.06% | 80 |
|
|
2018
Q1 | $1.56M | Hold |
89,200
| – | – | 0.08% | 72 |
|
|
2017
Q4 | $1.28M | Buy |
89,200
+8,800
| +11% | +$125K | 0.05% | 80 |
|
|
2017
Q3 | $1.18M | Sell |
80,400
-20,271
| -20% | -$277K | 0.06% | 85 |
|
|
2017
Q2 | $1.3M | Buy |
+100,671
| New | +$1.4M | 0.07% | 76 |
|
Other funds holding HPE
SPC
Kovitz Investment Group Partners's HPE Position: Q4 2025 in Review
Kovitz Investment Group Partners sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 299,964 shares — an estimated $7.37M sold.
Kovitz Investment Group Partners first reported a position in HPE in Q2 2017 and held it in 34 quarters. The position peaked at $7.37M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold HPE as of Q4 2025.
- Kovitz Investment Group Partners reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
- Kovitz Investment Group Partners sold 299,964 Hewlett Packard shares in Q4 2025, an estimated $7.37M.
- Kovitz Investment Group Partners first reported a position in Hewlett Packard in Q2 2017 and held it in 34 quarters.
- Kovitz Investment Group Partners's Hewlett Packard position peaked at $7.37M in Q3 2025.
- 1,117 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.
Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.