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Phoenix Financial’s Hewlett Packard HPE Stock Holding History

Phoenix Financial’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
-11,600
Closed -$180K – 434
2025
Q1 		$180K Sell
11,600
-14,173
-55% -$282K ﹤0.01% 353
2024
Q4 		$550K Sell
25,773
-2,679
-9% -$56.6K 0.01% 255
2024
Q3 		$583K Sell
28,452
-111,460
-80% -$2.13M 0.01% 239
2024
Q2 		$2.94M Buy
139,912
+124,912
+833% +$2.3M 0.04% 167
2024
Q1 		$265K Buy
+15,000
New +$244K ﹤0.01% 345

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

Phoenix Financial's HPE Position: Q2 2025 in Review

Phoenix Financial sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 11,600 shares — an estimated $180K sold.

Phoenix Financial first reported a position in HPE in Q1 2024 and held it in 5 quarters. The position peaked at $2.94M in Q2 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Phoenix Financial reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 11,600 Hewlett Packard shares in Q2 2025, an estimated $180K.
  • Phoenix Financial first reported a position in Hewlett Packard in Q1 2024 and held it in 5 quarters.
  • Phoenix Financial's Hewlett Packard position peaked at $2.94M in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.