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UG Investment Advisers’s Hewlett Packard HPE Stock Holding History

UG Investment Advisers’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
-164,163
Closed -$4.03M – 13
2025
Q3 		$4.03M Hold
164,163
– – 0.63% 11
2025
Q2 		$3.36M Hold
164,163
– – 0.64% 10
2025
Q1 		$2.53M Hold
164,163
– – 0.69% 9
2024
Q4 		$3.5M Hold
164,163
– – 1.37% 8
2024
Q3 		$3.36M Sell
164,163
-1,245,083
-88% -$23.8M 1.26% 9
2024
Q2 		$29.8M Sell
1,409,246
-1,537,360
-52% -$28.3M 10.11% 6
2024
Q1 		$52.2M Buy
2,946,606
+2,145,680
+268% +$34.8M 17.31% 2
2023
Q4 		$13.6M Buy
800,926
+772,517
+2,719% +$12.6M 4.29% 6
2023
Q3 		$493K Buy
+28,409
New +$489K 0.09% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

UG Investment Advisers's HPE Position: Q4 2025 in Review

UG Investment Advisers sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 164,163 shares — an estimated $4.03M sold.

UG Investment Advisers first reported a position in HPE in Q3 2023 and held it in 9 quarters. The position peaked at $52.2M in Q1 2024. 1,112 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • UG Investment Advisers reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • UG Investment Advisers sold 164,163 Hewlett Packard shares in Q4 2025, an estimated $4.03M.
  • UG Investment Advisers first reported a position in Hewlett Packard in Q3 2023 and held it in 9 quarters.
  • UG Investment Advisers's Hewlett Packard position peaked at $52.2M in Q1 2024.
  • 1,112 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on UG Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.