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TruNorth Capital Management’s Hewlett Packard HPE Stock Holding History

TruNorth Capital 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
-900
Closed -$22.1K – 240
2025
Q3 		$22.1K Hold
900
– – ﹤0.01% 279
2025
Q2 		$18.4K Hold
900
– – ﹤0.01% 248
2025
Q1 		$13.9K Hold
900
– – ﹤0.01% 335
2024
Q4 		$19.2K Sell
900
-136
-13% -$2.87K 0.01% 237
2024
Q3 		$21.2K Buy
1,036
+900
+662% +$17.2K 0.01% 223
2024
Q2 		$2.88K Hold
136
– – ﹤0.01% 307
2024
Q1 		$2.41K Buy
+136
New +$2.21K ﹤0.01% 243

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruNorth Capital Management's HPE Position: Q4 2025 in Review

TruNorth Capital Management sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 900 shares — an estimated $22.1K sold.

TruNorth Capital Management first reported a position in HPE in Q1 2024 and held it in 7 quarters. The position peaked at $22.1K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • TruNorth Capital Management reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 900 Hewlett Packard shares in Q4 2025, an estimated $22.1K.
  • TruNorth Capital Management first reported a position in Hewlett Packard in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Hewlett Packard position peaked at $22.1K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.