Sage Mountain Advisors’s Hewlett Packard HPE Stock Holding History

Sage Mountain 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	-10,549	Closed	-$163K	–	522
2025 Q1	$163K	Buy	+10,549	New	+$210K	0.01%	386

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

Sage Mountain Advisors's HPE Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 10,549 shares — an estimated $163K sold.

Sage Mountain Advisors first reported a position in HPE in Q1 2025 and held it in 1 quarter. The position peaked at $163K in Q1 2025. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

Sage Mountain Advisors reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 10,549 Hewlett Packard shares in Q2 2025, an estimated $163K.
Sage Mountain Advisors first reported a position in Hewlett Packard in Q1 2025 and held it in 1 quarter.
Sage Mountain Advisors's Hewlett Packard position peaked at $163K in Q1 2025.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.