Maia Wealth’s Hewlett Packard HPE Stock Holding History

Maia 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 Q1	–	Sell	-6,000	Closed	-$128K	–	314
2024 Q4	$128K	Hold	6,000	–	–	0.03%	295
2024 Q3	$123K	Buy	+6,000	New	+$115K	0.03%	258

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maia Wealth's HPE Position: Q1 2025 in Review

Maia Wealth sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 6,000 shares — an estimated $128K sold.

Maia Wealth first reported a position in HPE in Q3 2024 and held it in 2 quarters. The position peaked at $128K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

Maia Wealth reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 6,000 Hewlett Packard shares in Q1 2025, an estimated $128K.
Maia Wealth first reported a position in Hewlett Packard in Q3 2024 and held it in 2 quarters.
Maia Wealth's Hewlett Packard position peaked at $128K in Q4 2024.
1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.