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Transform Wealth’s Hewlett Packard HPE Stock Holding History

Transform Wealth’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
Q1 		$2.12M Sell
136,569
-676
-0.5% -$13.5K 0.13% 112
2024
Q4 		$2.95M Sell
137,245
-3,451
-2% -$72.9K 0.16% 100
2024
Q3 		$2.9M Buy
140,696
+63,753
+83% +$1.22M 0.19% 87
2024
Q2 		$1.64M Buy
76,943
+842
+1% +$15.5K 0.12% 103
2024
Q1 		$1.36M Sell
76,101
-5,363
-7% -$87.1K 0.13% 114
2023
Q4 		$1.39M Sell
81,464
-6,372
-7% -$104K 0.14% 119
2023
Q3 		$1.54M Buy
+87,836
New +$1.51M 0.16% 110
2020
Q1 		– Sell
-244,253
Closed -$3.87M – 222
2019
Q4 		$3.87M Buy
244,253
+4,429
+2% +$70.8K 0.61% 63
2019
Q3 		$3.64M Buy
239,824
+2,012
+0.8% +$28.6K 0.65% 65
2019
Q2 		$3.56M Buy
+237,812
New +$3.6M 0.52% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transform Wealth's HPE Position: Q1 2025 in Review

Transform Wealth reduced its Hewlett Packard (HPE) stake by 0.49% in Q1 2025, selling an estimated $13.5K and leaving 136,569 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #112.

Transform Wealth first reported a position in HPE in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.87M in Q4 2019. 1,031 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Transform Wealth held 136,569 shares of Hewlett Packard worth $2.12M as of Q1 2025.
  • Transform Wealth sold 676 Hewlett Packard shares in Q1 2025, an estimated $13.5K.
  • Hewlett Packard made up 0.13% of Transform Wealth's portfolio in Q1 2025, its #112 holding.
  • Transform Wealth first reported a position in Hewlett Packard in Q2 2019 and has held it in 10 quarters since.
  • Transform Wealth's Hewlett Packard position peaked at $3.87M in Q4 2019.
  • 1,031 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.