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McClarren Financial Advisors’s Hewlett Packard HPE Stock Holding History

McClarren Financial Advisors’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
-40
Closed – – 174
2025
Q1 		$0 Buy
+40
New +$797 ﹤0.01% 318
2024
Q4 		– Sell
-40
Closed – – 249
2024
Q3 		$0 Buy
40
+19
+90% +$363 ﹤0.01% 288
2024
Q2 		$0 Sell
21
-19
-48% -$350 ﹤0.01% 337
2024
Q1 		$1K Hold
40
– – ﹤0.01% 314
2023
Q4 		$1K Hold
40
– – ﹤0.01% 347
2023
Q3 		$0 Buy
+40
New +$688 ﹤0.01% 360

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

McClarren Financial Advisors's HPE Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 40 shares.

McClarren Financial Advisors first reported a position in HPE in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 40 Hewlett Packard shares in Q2 2025.
  • McClarren Financial Advisors first reported a position in Hewlett Packard in Q3 2023 and held it in 6 quarters.
  • McClarren Financial Advisors's Hewlett Packard position peaked at $1K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.