WTFG
HPE icon

Wood Tarver Financial Group’s Hewlett Packard HPE Stock Holding History

Wood Tarver Financial Group’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
-809
Closed -$16K – 354
2025
Q2 		$16K Hold
809
– – ﹤0.01% 378
2025
Q1 		$12.5K Hold
809
– – ﹤0.01% 398
2024
Q4 		$17K Buy
+809
New +$17.1K 0.01% 361

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wood Tarver Financial Group's HPE Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 809 shares — an estimated $16K sold.

Wood Tarver Financial Group first reported a position in HPE in Q4 2024 and held it in 3 quarters. The position peaked at $17K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 809 Hewlett Packard shares in Q3 2025, an estimated $16K.
  • Wood Tarver Financial Group first reported a position in Hewlett Packard in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Hewlett Packard position peaked at $17K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.