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Valley Wealth Managers’s Hewlett Packard HPE Stock Holding History

Valley Wealth Managers’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 		– Sell
-1,274
Closed -$19.7K – 335
2025
Q1 		$19.7K Hold
1,274
– – ﹤0.01% 246
2024
Q4 		$27.2K Hold
1,274
– – ﹤0.01% 245
2024
Q3 		$26.1K Buy
+1,274
New +$24.3K ﹤0.01% 250
2017
Q1 		– Sell
-344
Closed -$5K – 221
2016
Q4 		$5K Hold
344
– – ﹤0.01% 193
2016
Q3 		$5K Hold
344
– – ﹤0.01% 186
2016
Q2 		$4K Buy
+344
New +$3.5K ﹤0.01% 192

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Valley Wealth Managers's HPE Position: Q2 2025 in Review

Valley Wealth Managers sold out of Hewlett Packard (HPE) in Q2 2025, closing a stake of 1,274 shares — an estimated $19.7K sold.

Valley Wealth Managers first reported a position in HPE in Q2 2016 and held it in 6 quarters. The position peaked at $27.2K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold HPE as of Q2 2025.

  • Valley Wealth Managers reported no remaining Hewlett Packard position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 1,274 Hewlett Packard shares in Q2 2025, an estimated $19.7K.
  • Valley Wealth Managers first reported a position in Hewlett Packard in Q2 2016 and held it in 6 quarters.
  • Valley Wealth Managers's Hewlett Packard position peaked at $27.2K in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.