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Regal Investment Advisors’s Hewlett Packard HPE Stock Holding History

Regal Investment Advisors’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 		– Sell
-24,186
Closed -$516K – 473
2024
Q4 		$516K Buy
24,186
+5,198
+27% +$110K 0.04% 317
2024
Q3 		$388K Buy
+18,988
New +$363K 0.03% 394

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

Regal Investment Advisors's HPE Position: Q1 2025 in Review

Regal Investment Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 24,186 shares — an estimated $516K sold.

Regal Investment Advisors first reported a position in HPE in Q3 2024 and held it in 2 quarters. The position peaked at $516K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Regal Investment Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 24,186 Hewlett Packard shares in Q1 2025, an estimated $516K.
  • Regal Investment Advisors first reported a position in Hewlett Packard in Q3 2024 and held it in 2 quarters.
  • Regal Investment Advisors's Hewlett Packard position peaked at $516K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.