MAM
HPE icon

Milestone Asset Management’s Hewlett Packard HPE Stock Holding History

Milestone Asset Management’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
-25,743
Closed -$397K – 220
2025
Q1 		$397K Sell
25,743
-66,626
-72% -$1.33M 0.08% 164
2024
Q4 		$1.97M Buy
92,369
+24,197
+35% +$511K 0.43% 60
2024
Q3 		$1.39M Buy
+68,172
New +$1.3M 0.31% 69

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

Milestone Asset Management's HPE Position: Q2 2025 in Review

Milestone Asset Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 25,743 shares — an estimated $397K sold.

Milestone Asset Management first reported a position in HPE in Q3 2024 and held it in 3 quarters. The position peaked at $1.97M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Milestone Asset Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 25,743 Hewlett Packard shares in Q2 2025, an estimated $397K.
  • Milestone Asset Management first reported a position in Hewlett Packard in Q3 2024 and held it in 3 quarters.
  • Milestone Asset Management's Hewlett Packard position peaked at $1.97M in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.