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PFG Private Wealth Management’s Hewlett Packard HPE Stock Holding History

PFG Private Wealth 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
-184
Closed -$2.84K – 135
2025
Q1 		$2.84K Buy
+184
New +$3.66K ﹤0.01% 213
2023
Q1 		– Sell
-17
Closed – – 335
2022
Q4 		$0 Buy
+17
New +$251 ﹤0.01% 380

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

PFG Private Wealth Management's HPE Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 184 shares — an estimated $2.84K sold.

PFG Private Wealth Management first reported a position in HPE in Q4 2022 and held it in 2 quarters. The position peaked at $2.84K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 184 Hewlett Packard shares in Q2 2025, an estimated $2.84K.
  • PFG Private Wealth Management first reported a position in Hewlett Packard in Q4 2022 and held it in 2 quarters.
  • PFG Private Wealth Management's Hewlett Packard position peaked at $2.84K in Q1 2025.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.