Richard Bernstein Advisors’s Hewlett Packard HPE Stock Holding History

Richard Bernstein 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 Q2	–	Sell	-174,996	Closed	-$2.7M	–	225
2025 Q1	$2.7M	Sell	174,996 -6,591	-4%	-$131K	0.07%	170
2024 Q4	$3.88M	Hold	181,587	–	–	0.09%	119
2024 Q3	$3.72M	Hold	181,587	–	–	0.08%	125
2024 Q2	$3.84M	Hold	181,587	–	–	0.09%	97
2024 Q1	$3.22M	Hold	181,587	–	–	0.07%	139
2023 Q4	$3.08M	Buy	+181,587	New	+$2.96M	0.07%	133
2019 Q1	–	Sell	-227,839	Closed	-$3.01M	–	302
2018 Q4	$3.01M	Hold	227,839	–	–	0.11%	187
2018 Q3	$3.72M	Buy	227,839 +70,303	+45%	+$1.13M	0.11%	216
2018 Q2	$2.3M	Hold	157,536	–	–	0.07%	241
2018 Q1	$2.76M	Hold	157,536	–	–	0.1%	205
2017 Q4	$2.26M	Buy	157,536 +58,154	+59%	+$826K	0.1%	173
2017 Q3	$1.46M	Sell	99,382 -28,721	-22%	-$392K	0.1%	178
2017 Q2	$1.65M	Sell	128,103 -42,889	-25%	-$597K	0.13%	170
2017 Q1	$2.35M	Hold	170,992	–	–	0.18%	181
2016 Q4	$2.3M	Hold	170,992	–	–	0.19%	182
2016 Q3	$2.26M	Hold	170,992	–	–	0.22%	174
2016 Q2	$1.82M	Hold	170,992	–	–	0.17%	220
2016 Q1	$1.76M	Buy	170,992 +23,413	+16%	+$196K	0.18%	225
2015 Q4	$1.3M	Buy	+147,579	New	+$1.24M	0.17%	130

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Richard Bernstein Advisors's HPE Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 174,996 shares — an estimated $2.7M sold.

Richard Bernstein Advisors first reported a position in HPE in Q4 2015 and held it in 19 quarters. The position peaked at $3.88M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

Richard Bernstein Advisors reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 174,996 Hewlett Packard shares in Q2 2025, an estimated $2.7M.
Richard Bernstein Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 19 quarters.
Richard Bernstein Advisors's Hewlett Packard position peaked at $3.88M in Q4 2024.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.