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Premier Path Wealth Partners’s Hewlett Packard HPE Stock Holding History

Premier Path Wealth Partners’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
-15,845
Closed -$244K – 392
2025
Q1 		$244K Sell
15,845
-1,953
-11% -$38.9K 0.04% 336
2024
Q4 		$380K Sell
17,798
-340
-2% -$7.18K 0.06% 265
2024
Q3 		$371K Sell
18,138
-2,848
-14% -$54.4K 0.06% 270
2024
Q2 		$444K Buy
20,986
+709
+3% +$13.1K 0.08% 239
2024
Q1 		$356K Sell
20,277
-2,625
-11% -$42.6K 0.07% 249
2023
Q4 		$389K Buy
+22,902
New +$373K 0.09% 220

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

Premier Path Wealth Partners's HPE Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 15,845 shares — an estimated $244K sold.

Premier Path Wealth Partners first reported a position in HPE in Q4 2023 and held it in 6 quarters. The position peaked at $444K in Q2 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Premier Path Wealth Partners reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 15,845 Hewlett Packard shares in Q2 2025, an estimated $244K.
  • Premier Path Wealth Partners first reported a position in Hewlett Packard in Q4 2023 and held it in 6 quarters.
  • Premier Path Wealth Partners's Hewlett Packard position peaked at $444K in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.