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Orion Portfolio Solutions’s Hewlett Packard HPE Stock Holding History

Orion Portfolio Solutions’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 		$170K Sell
11,028
-1,606
-13% -$32K ﹤0.01% 1822
2024
Q4 		$270K Sell
12,634
-132,737
-91% -$2.8M ﹤0.01% 1607
2024
Q3 		$2.97M Buy
145,371
+66,913
+85% +$1.28M 0.03% 512
2024
Q2 		$1.66M Buy
78,458
+1,674
+2% +$30.9K 0.02% 741
2024
Q1 		$1.36M Sell
76,784
-8,527
-10% -$138K 0.01% 849
2023
Q4 		$1.51M Sell
85,311
-3,092
-3% -$50.4K 0.02% 763
2023
Q3 		$1.54M Sell
88,403
-79,372
-47% -$1.37M 0.02% 727
2023
Q2 		$2.82M Buy
+167,775
New +$2.57M 0.03% 510
2023
Q1 		– Sell
-10,146
Closed -$162K – 1575
2022
Q4 		$162K Buy
+10,146
New +$150K 0.01% 783
2022
Q1 		– Sell
-10,378
Closed -$164K – 712
2021
Q4 		$164K Sell
10,378
-2,046
-16% -$30.9K 0.01% 686
2021
Q3 		$177K Buy
12,424
+602
+5% +$8.69K 0.01% 631
2021
Q2 		$172K Buy
+11,822
New +$187K 0.01% 597
2020
Q3 		– Sell
-8,733
Closed -$85K – 1131
2020
Q2 		$85K Buy
8,733
+2,844
+48% +$27.9K ﹤0.01% 579
2020
Q1 		$57K Buy
5,889
+1,195
+25% +$15.7K ﹤0.01% 559
2019
Q4 		$74K Buy
+4,694
New +$75K 0.01% 472

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

Orion Portfolio Solutions's HPE Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Hewlett Packard (HPE) stake by 13% in Q1 2025, selling an estimated $32K and leaving 11,028 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Orion Portfolio Solutions first reported a position in HPE in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.97M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Orion Portfolio Solutions held 11,028 shares of Hewlett Packard worth $170K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,606 Hewlett Packard shares in Q1 2025, an estimated $32K.
  • Hewlett Packard made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1822 holding.
  • Orion Portfolio Solutions first reported a position in Hewlett Packard in Q4 2019 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's Hewlett Packard position peaked at $2.97M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.