North Capital’s Hewlett Packard HPE Stock Holding History

North Capital’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 Q4	–	Sell	-99	Closed	-$2.43K	–	355
2025 Q3	$2.43K	Sell	99 -7	-7%	-$155	﹤0.01%	509
2025 Q2	$2.17K	Sell	106 -5	-5%	-$84	﹤0.01%	504
2025 Q1	$1.71K	Buy	+111	New	+$2.21K	﹤0.01%	515

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Capital's HPE Position: Q4 2025 in Review

North Capital sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 99 shares — an estimated $2.43K sold.

North Capital first reported a position in HPE in Q1 2025 and held it in 3 quarters. The position peaked at $2.43K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

North Capital reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
North Capital sold 99 Hewlett Packard shares in Q4 2025, an estimated $2.43K.
North Capital first reported a position in Hewlett Packard in Q1 2025 and held it in 3 quarters.
North Capital's Hewlett Packard position peaked at $2.43K in Q3 2025.
1,117 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.