RWM
HPE icon

Ruedi Wealth Management’s Hewlett Packard HPE Stock Holding History

Ruedi Wealth Management’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
-176
Closed -$2.72K – 170
2025
Q1 		$2.72K Hold
176
– – ﹤0.01% 250
2024
Q4 		$3.76K Hold
176
– – ﹤0.01% 231
2024
Q3 		$3.6K Hold
176
– – ﹤0.01% 237
2024
Q2 		$3.73K Hold
176
– – ﹤0.01% 278
2024
Q1 		$3.12K Hold
176
– – ﹤0.01% 219
2023
Q4 		$2.99K Hold
176
– – ﹤0.01% 196
2023
Q3 		$3.06K Hold
176
– – ﹤0.01% 171
2023
Q2 		$2.96K Hold
176
– – ﹤0.01% 181
2023
Q1 		$2.8K Hold
176
– – ﹤0.01% 214
2022
Q4 		$2.81K Buy
+176
New +$2.6K ﹤0.01% 200

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

Ruedi Wealth Management's HPE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 176 shares — an estimated $2.72K sold.

Ruedi Wealth Management first reported a position in HPE in Q4 2022 and held it in 10 quarters. The position peaked at $3.76K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 176 Hewlett Packard shares in Q2 2025, an estimated $2.72K.
  • Ruedi Wealth Management first reported a position in Hewlett Packard in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Hewlett Packard position peaked at $3.76K in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.