WA
HPE icon

WESPAC Advisors’s Hewlett Packard HPE Stock Holding History

WESPAC Advisors’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 		– Sell
-30,557
Closed -$652K – 170
2024
Q4 		$652K Sell
30,557
-458
-1% -$9.67K 0.48% 85
2024
Q3 		$635K Buy
+31,015
New +$593K 0.47% 77
2022
Q2 		– Sell
-60,574
Closed -$1.01M – 103
2022
Q1 		$1.01M Sell
60,574
-28,915
-32% -$485K 1.1% 35
2021
Q4 		$1.41M Buy
89,489
+5,257
+6% +$79.3K 0.94% 42
2021
Q3 		$1.2M Buy
84,232
+45,414
+117% +$656K 0.74% 53
2021
Q2 		$566K Buy
+38,818
New +$613K 1.08% 43

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

WESPAC Advisors's HPE Position: Q1 2025 in Review

WESPAC Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 30,557 shares — an estimated $652K sold.

WESPAC Advisors first reported a position in HPE in Q2 2021 and held it in 6 quarters. The position peaked at $1.41M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • WESPAC Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 30,557 Hewlett Packard shares in Q1 2025, an estimated $652K.
  • WESPAC Advisors first reported a position in Hewlett Packard in Q2 2021 and held it in 6 quarters.
  • WESPAC Advisors's Hewlett Packard position peaked at $1.41M in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.