Tortoise Investment Management’s Hewlett Packard HPE Stock Holding History

Tortoise Investment Management’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	-92	Closed	-$2.26K	–	759
2025 Q3	$2.26K	Buy	92 +15	+19%	+$332	﹤0.01%	846
2025 Q2	$1.57K	Buy	+77	New	+$1.29K	﹤0.01%	859
2022 Q3	–	Sell	-100	Closed	-$1K	–	757
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	714
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	638
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	615
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	602
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	582
2021 Q1	$2K	Buy	+100	New	+$1.39K	﹤0.01%	550
2020 Q3	–	Sell	-145	Closed	-$1K	–	531
2020 Q2	$1K	Hold	145	–	–	﹤0.01%	485
2020 Q1	$1K	Hold	145	–	–	﹤0.01%	515
2019 Q4	$2K	Hold	145	–	–	﹤0.01%	534
2019 Q3	$2K	Hold	145	–	–	﹤0.01%	538
2019 Q2	$2K	Hold	145	–	–	﹤0.01%	565
2019 Q1	$2K	Hold	145	–	–	﹤0.01%	554
2018 Q4	$2K	Hold	145	–	–	﹤0.01%	498
2018 Q3	$2K	Sell	145 -162	-53%	-$2.6K	﹤0.01%	508
2018 Q2	$4K	Hold	307	–	–	﹤0.01%	487
2018 Q1	$5K	Hold	307	–	–	﹤0.01%	449
2017 Q4	$4K	Buy	307 +145	+90%	+$2.06K	﹤0.01%	474
2017 Q3	$2K	Sell	162 -47	-22%	-$641	﹤0.01%	452
2017 Q2	$3K	Buy	209 +140	+203%	+$1.95K	﹤0.01%	436
2017 Q1	$1K	Hold	69	–	–	﹤0.01%	453
2016 Q4	$1K	Hold	69	–	–	﹤0.01%	469
2016 Q3	$1K	Hold	69	–	–	﹤0.01%	422
2016 Q2	$1K	Hold	69	–	–	﹤0.01%	469
2016 Q1	$1K	Buy	+69	New	+$578	﹤0.01%	374

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's HPE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 92 shares — an estimated $2.26K sold.

Tortoise Investment Management first reported a position in HPE in Q1 2016 and held it in 26 quarters. The position peaked at $5K in Q1 2018. 1,117 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

Tortoise Investment Management reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 92 Hewlett Packard shares in Q4 2025, an estimated $2.26K.
Tortoise Investment Management first reported a position in Hewlett Packard in Q1 2016 and held it in 26 quarters.
Tortoise Investment Management's Hewlett Packard position peaked at $5K in Q1 2018.
1,117 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.