SIMA Wealth Partners’s Hewlett Packard HPE Stock Holding History

SIMA Wealth Partners’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	-65	Closed	-$1.6K	–	142
2025 Q3	$1.6K	Buy	+65	New	+$1.44K	﹤0.01%	154

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIMA Wealth Partners's HPE Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 65 shares — an estimated $1.6K sold.

SIMA Wealth Partners first reported a position in HPE in Q3 2025 and held it in 1 quarter. The position peaked at $1.6K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

SIMA Wealth Partners reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 65 Hewlett Packard shares in Q4 2025, an estimated $1.6K.
SIMA Wealth Partners first reported a position in Hewlett Packard in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Hewlett Packard position peaked at $1.6K in Q3 2025.
1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.