Virtus Family Office’s Hewlett Packard HPE Stock Holding History

Virtus Family Office’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 Q3	–	Sell	-87,635	Closed	-$1.8M	–	53
2025 Q2	$1.8M	Buy	+87,635	New	+$1.47M	2.31%	12

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Virtus Family Office's HPE Position: Q3 2025 in Review

Virtus Family Office sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 87,635 shares — an estimated $1.8M sold.

Virtus Family Office first reported a position in HPE in Q2 2025 and held it in 1 quarter. The position peaked at $1.8M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

Virtus Family Office reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
Virtus Family Office sold 87,635 Hewlett Packard shares in Q3 2025, an estimated $1.8M.
Virtus Family Office first reported a position in Hewlett Packard in Q2 2025 and held it in 1 quarter.
Virtus Family Office's Hewlett Packard position peaked at $1.8M in Q2 2025.
1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Virtus Family Office's 13F filing for Q3 2025, filed 5 Nov 2025.