Abundance Wealth Counselors’s Hewlett Packard HPE Stock Holding History

Abundance Wealth Counselors’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
2026 Q1	$1.71M	Buy	72,021 +1,987	+3%	+$44K	0.25%	58
2025 Q4	$1.68M	Sell	70,034 -640	-0.9%	-$15.1K	0.28%	59
2025 Q3	$1.74M	Sell	70,674 -1,125	-2%	-$24.9K	0.3%	52
2025 Q2	$1.47M	Buy	+71,799	New	+$1.2M	0.27%	64
2024 Q2	–	Sell	-28,920	Closed	-$513K	–	93
2024 Q1	$513K	Buy	28,920 +2,715	+10%	+$44.1K	0.12%	104
2023 Q4	$445K	Buy	26,205 +2,135	+9%	+$34.8K	0.12%	104
2023 Q3	$418K	Buy	24,070 +502	+2%	+$8.63K	0.12%	100
2023 Q2	$396K	Sell	23,568 -136	-0.6%	-$2.08K	0.2%	51
2023 Q1	$378K	Sell	23,704 -3,424	-13%	-$53.8K	0.1%	111
2022 Q4	$433K	Buy	27,128 +4,731	+21%	+$69.7K	0.12%	102
2022 Q3	$268K	Buy	22,397 +2,960	+15%	+$40.2K	0.08%	117
2022 Q2	$258K	Buy	19,437 +3,936	+25%	+$59.7K	0.07%	124
2022 Q1	$259K	Buy	15,501 +2,739	+21%	+$45.9K	0.07%	126
2021 Q4	$201K	Buy	+12,762	New	+$192K	0.05%	111

Other funds holding HPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Abundance Wealth Counselors's HPE Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Hewlett Packard (HPE) stake by 2.8% in Q1 2026, buying an estimated $44K and bringing the position to 72,021 shares worth $1.71M. The position accounts for 0.25% of the portfolio, ranked #58.

Abundance Wealth Counselors first reported a position in HPE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Abundance Wealth Counselors held 72,021 shares of Hewlett Packard worth $1.71M as of Q1 2026.
Abundance Wealth Counselors bought 1,987 Hewlett Packard shares in Q1 2026, an estimated $44K.
Hewlett Packard made up 0.25% of Abundance Wealth Counselors's portfolio in Q1 2026, its #58 holding.
Abundance Wealth Counselors first reported a position in Hewlett Packard in Q4 2021 and has held it in 14 quarters since.
Abundance Wealth Counselors's Hewlett Packard position peaked at $1.74M in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.