Total Wealth Planning & Management’s Hewlett Packard HPE Stock Holding History

Total Wealth Planning & 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 Q2	$424K	Buy	+20,750	New	+$348K	0.34%	104

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

Total Wealth Planning & Management's HPE Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Hewlett Packard (HPE) in Q2 2025: 20,750 shares worth $424K. The stake represents 0.34% of the portfolio and ranks #104 among its holdings.

1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

Total Wealth Planning & Management held 20,750 shares of Hewlett Packard worth $424K as of Q2 2025.
Hewlett Packard was a new Total Wealth Planning & Management position in Q2 2025.
Hewlett Packard made up 0.34% of Total Wealth Planning & Management's portfolio in Q2 2025, its #104 holding.
1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.