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Marcum Wealth’s Hewlett Packard HPE Stock Holding History

Marcum 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 		$169K Sell
10,979
-5,490
-33% -$109K 0.01% 369
2024
Q4 		$352K Buy
16,469
+2,644
+19% +$55.8K 0.03% 254
2024
Q3 		$283K Buy
+13,825
New +$264K 0.03% 300

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

Marcum Wealth's HPE Position: Q1 2025 in Review

Marcum Wealth reduced its Hewlett Packard (HPE) stake by 33% in Q1 2025, selling an estimated $109K and leaving 10,979 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #369.

Marcum Wealth first reported a position in HPE in Q3 2024 and has held it in 3 quarters since. The position peaked at $352K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Marcum Wealth held 10,979 shares of Hewlett Packard worth $169K as of Q1 2025.
  • Marcum Wealth sold 5,490 Hewlett Packard shares in Q1 2025, an estimated $109K.
  • Hewlett Packard made up 0.01% of Marcum Wealth's portfolio in Q1 2025, its #369 holding.
  • Marcum Wealth first reported a position in Hewlett Packard in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's Hewlett Packard position peaked at $352K in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.