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Tanglewood Legacy Advisors’s Hewlett Packard HPE Stock Holding History

Tanglewood Legacy 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
Q3 		– Sell
-502
Closed -$10.3K – 276
2025
Q2 		$10.3K Hold
502
– – ﹤0.01% 243
2025
Q1 		$7.75K Hold
502
– – ﹤0.01% 254
2024
Q4 		$10.7K Hold
502
– – ﹤0.01% 247
2024
Q3 		$10.3K Hold
502
– – ﹤0.01% 236
2024
Q2 		$10.6K Hold
502
– – 0.01% 235
2024
Q1 		$8.9K Hold
502
– – ﹤0.01% 251
2023
Q4 		$8.52K Hold
502
– – ﹤0.01% 246
2023
Q3 		$8.72K Hold
502
– – 0.01% 251
2023
Q2 		$8.43K Buy
+502
New +$7.68K ﹤0.01% 253

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

Tanglewood Legacy Advisors's HPE Position: Q3 2025 in Review

Tanglewood Legacy Advisors sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 502 shares — an estimated $10.3K sold.

Tanglewood Legacy Advisors first reported a position in HPE in Q2 2023 and held it in 9 quarters. The position peaked at $10.7K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • Tanglewood Legacy Advisors reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 502 Hewlett Packard shares in Q3 2025, an estimated $10.3K.
  • Tanglewood Legacy Advisors first reported a position in Hewlett Packard in Q2 2023 and held it in 9 quarters.
  • Tanglewood Legacy Advisors's Hewlett Packard position peaked at $10.7K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.