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Zuckerman Investment Group’s Hewlett Packard HPE Stock Holding History

Zuckerman Investment 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
Q4 		– Sell
-26,000
Closed -$639K – 155
2025
Q3 		$639K Hold
26,000
– – 0.06% 103
2025
Q2 		$532K Sell
26,000
-4,000
-13% -$67.1K 0.05% 106
2025
Q1 		$463K Buy
30,000
+2,000
+7% +$39.8K 0.05% 114
2024
Q4 		$573K Buy
28,000
+6,000
+27% +$127K 0.06% 102
2024
Q3 		$450K Buy
+22,000
New +$420K 0.05% 107

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

Zuckerman Investment Group's HPE Position: Q4 2025 in Review

Zuckerman Investment Group sold out of Hewlett Packard (HPE) in Q4 2025, closing a stake of 26,000 shares — an estimated $639K sold.

Zuckerman Investment Group first reported a position in HPE in Q3 2024 and held it in 5 quarters. The position peaked at $639K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold HPE as of Q4 2025.

  • Zuckerman Investment Group reported no remaining Hewlett Packard position as of Q4 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 26,000 Hewlett Packard shares in Q4 2025, an estimated $639K.
  • Zuckerman Investment Group first reported a position in Hewlett Packard in Q3 2024 and held it in 5 quarters.
  • Zuckerman Investment Group's Hewlett Packard position peaked at $639K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.