Affinity Investment Advisors’s Hewlett Packard HPE Stock Holding History

Affinity Investment 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
2026 Q1	$1.8M	Buy	75,474 +10,695	+17%	+$237K	1.12%	28
2025 Q4	$1.56M	Buy	+64,779	New	+$1.53M	1.03%	31
2025 Q2	–	Sell	-54,770	Closed	-$845K	–	147
2025 Q1	$845K	Buy	54,770 +8,740	+19%	+$174K	0.69%	52
2024 Q4	$983K	Buy	+46,030	New	+$972K	0.82%	41
2024 Q2	–	Sell	-45,049	Closed	-$799K	–	128
2024 Q1	$799K	Hold	45,049	–	–	0.58%	64
2023 Q4	$765K	Buy	45,049 +9,810	+28%	+$160K	0.52%	58
2023 Q3	$612K	Sell	35,239 -10,514	-23%	-$181K	0.4%	93
2023 Q2	$769K	Hold	45,753	–	–	0.45%	82
2023 Q1	$729K	Hold	45,753	–	–	0.39%	107
2022 Q4	$730K	Buy	45,753 +13,780	+43%	+$203K	0.34%	108
2022 Q3	$383K	Hold	31,973	–	–	0.2%	156
2022 Q2	$424K	Buy	+31,973	New	+$485K	0.21%	152
2016 Q1	–	Sell	-74,688	Closed	-$660K	–	163
2015 Q4	$660K	Buy	+74,688	New	+$625K	0.06%	119

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

Affinity Investment Advisors's HPE Position: Q1 2026 in Review

Affinity Investment Advisors increased its Hewlett Packard (HPE) stake by 17% in Q1 2026, buying an estimated $237K and bringing the position to 75,474 shares worth $1.8M. The position accounts for 1.12% of the portfolio, ranked #28.

Affinity Investment Advisors first reported a position in HPE in Q4 2015 and has held it in 13 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Affinity Investment Advisors held 75,474 shares of Hewlett Packard worth $1.8M as of Q1 2026.
Affinity Investment Advisors bought 10,695 Hewlett Packard shares in Q1 2026, an estimated $237K.
Hewlett Packard made up 1.12% of Affinity Investment Advisors's portfolio in Q1 2026, its #28 holding.
Affinity Investment Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 13 quarters since.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.