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Sage Advisors’s Hewlett Packard HPE Stock Holding History

Sage 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 		$681K Buy
28,355
+162
+0.6% +$3.82K 0.45% 26
2025
Q3 		$692K Buy
28,193
+174
+0.6% +$3.85K 0.5% 23
2025
Q2 		$573K Buy
28,019
+242
+0.9% +$4.06K 0.41% 22
2025
Q1 		$429K Buy
27,777
+52
+0.2% +$1.03K 0.3% 23
2024
Q4 		$592K Buy
27,725
+174
+0.6% +$3.67K 0.44% 20
2024
Q3 		$564K Buy
27,551
+169
+0.6% +$3.23K 0.44% 19
2024
Q2 		$580K Buy
27,382
+201
+0.7% +$3.71K 0.47% 20
2024
Q1 		$482K Hold
27,181
– – 0.43% 21
2023
Q4 		$462K Buy
+27,181
New +$443K 0.46% 17

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

Sage Advisors's HPE Position: Q4 2025 in Review

Sage Advisors increased its Hewlett Packard (HPE) stake by 0.57% in Q4 2025, buying an estimated $3.82K and bringing the position to 28,355 shares worth $681K. The position accounts for 0.45% of the portfolio, ranked #26.

Sage Advisors first reported a position in HPE in Q4 2023 and has held it in 9 quarters since. The position peaked at $692K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Sage Advisors held 28,355 shares of Hewlett Packard worth $681K as of Q4 2025.
  • Sage Advisors bought 162 Hewlett Packard shares in Q4 2025, an estimated $3.82K.
  • Hewlett Packard made up 0.45% of Sage Advisors's portfolio in Q4 2025, its #26 holding.
  • Sage Advisors first reported a position in Hewlett Packard in Q4 2023 and has held it in 9 quarters since.
  • Sage Advisors's Hewlett Packard position peaked at $692K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.