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Rise Advisors’s Hewlett Packard HPE Stock Holding History

Rise 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
Q4 		– Sell
-1,151
Closed -$28.3K – 689
2025
Q3 		$28.3K Buy
1,151
+54
+5% +$1.19K 0.01% 402
2025
Q2 		$22.4K Buy
1,097
+16
+1% +$268 0.01% 468
2025
Q1 		$16.7K Sell
1,081
-281
-21% -$5.6K 0.01% 618
2024
Q4 		$29.1K Sell
1,362
-637
-32% -$13.4K 0.01% 404
2024
Q3 		$40.9K Buy
1,999
+625
+45% +$11.9K 0.02% 289
2024
Q2 		$29.1K Sell
1,374
-91
-6% -$1.68K 0.02% 401
2024
Q1 		$26K Buy
1,465
+1,051
+254% +$17.1K 0.01% 465
2023
Q4 		$7.03K Buy
414
+3
+0.7% +$49 ﹤0.01% 354
2023
Q3 		$7.14K Buy
411
+3
+0.7% +$52 0.01% 344
2023
Q2 		$6.86K Buy
408
+3
+0.7% +$46 0.01% 389
2023
Q1 		$6.46K Buy
405
+3
+0.7% +$47 ﹤0.01% 418
2022
Q4 		$6.42K Buy
402
+3
+0.8% +$44 0.01% 413
2022
Q3 		$5K Buy
399
+4
+1% +$54 ﹤0.01% 433
2022
Q2 		$5K Buy
395
+3
+0.8% +$45 0.01% 439
2022
Q1 		$7K Buy
392
+3
+0.8% +$50 0.01% 370
2021
Q4 		$6.14K Buy
+389
New +$5.87K 0.01% 383

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's HPE Position: Q4 2025 in Review

Rise Advisors sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 1,151 shares — an estimated $28.3K sold.

Rise Advisors first reported a position in HPE in Q4 2021 and held it in 16 quarters. The position peaked at $40.9K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Rise Advisors reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,151 Hewlett Packard shares in Q4 2025, an estimated $28.3K.
  • Rise Advisors first reported a position in Hewlett Packard in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Hewlett Packard position peaked at $40.9K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.