SAM
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S.A. Mason’s Hewlett Packard HPE Stock Holding History

S.A. Mason’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
Q3 		– Sell
-917
Closed -$18.8K – 300
2025
Q2 		$18.8K Hold
917
– – 0.01% 343
2025
Q1 		$14.1K Hold
917
– – 0.01% 332
2024
Q4 		$19.6K Hold
917
– – 0.01% 316
2024
Q3 		$18.8K Hold
917
– – 0.01% 305
2024
Q2 		$19.4K Hold
917
– – 0.01% 296
2024
Q1 		$16.3K Buy
917
+123
+15% +$2K 0.01% 292
2023
Q4 		$13.5K Buy
+794
New +$12.9K 0.01% 292
2020
Q1 		– Sell
-210
Closed -$3K – 421
2019
Q4 		$3K Buy
+210
New +$3.35K ﹤0.01% 405

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

S.A. Mason's HPE Position: Q3 2025 in Review

S.A. Mason sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 917 shares — an estimated $18.8K sold.

S.A. Mason first reported a position in HPE in Q4 2019 and held it in 8 quarters. The position peaked at $19.6K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • S.A. Mason reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 917 Hewlett Packard shares in Q3 2025, an estimated $18.8K.
  • S.A. Mason first reported a position in Hewlett Packard in Q4 2019 and held it in 8 quarters.
  • S.A. Mason's Hewlett Packard position peaked at $19.6K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.