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Clifford Swan Investment Counsel’s Hewlett Packard HPE Stock Holding History

Clifford Swan Investment Counsel’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 		$14.1M Sell
593,758
-10,000
-2% -$222K 0.48% 60
2025
Q4 		$14.5M Hold
603,758
– – 0.48% 61
2025
Q3 		$14.8M Sell
603,758
-500
-0.1% -$11.1K 0.49% 61
2025
Q2 		$12.4M Hold
604,258
– – 0.44% 73
2025
Q1 		$9.32M Sell
604,258
-117,300
-16% -$2.34M 0.34% 77
2024
Q4 		$15.4M Sell
721,558
-35,100
-5% -$741K 0.55% 59
2024
Q3 		$15.5M Sell
756,658
-90,825
-11% -$1.74M 0.55% 61
2024
Q2 		$17.9M Sell
847,483
-110,990
-12% -$2.05M 0.67% 49
2024
Q1 		$17M Sell
958,473
-4,020
-0.4% -$65.3K 0.63% 54
2023
Q4 		$16.3M Sell
962,493
-18,154
-2% -$296K 0.64% 49
2023
Q3 		$17M Buy
980,647
+19,529
+2% +$336K 0.71% 45
2023
Q2 		$16.1M Sell
961,118
-1,304
-0.1% -$19.9K 0.65% 49
2023
Q1 		$15.3M Sell
962,422
-8,550
-0.9% -$134K 0.64% 52
2022
Q4 		$15.5M Sell
970,972
-47,700
-5% -$703K 0.67% 49
2022
Q3 		$12.2M Sell
1,018,672
-6,580
-0.6% -$89.4K 0.57% 56
2022
Q2 		$13.6M Sell
1,025,252
-860
-0.1% -$13K 0.59% 52
2022
Q1 		$17.1M Buy
1,026,112
+4,653
+0.5% +$78K 0.64% 47
2021
Q4 		$16.1M Sell
1,021,459
-195
-0% -$2.94K 0.56% 50
2021
Q3 		$15.3M Buy
1,021,654
+600
+0.1% +$8.66K 0.56% 51
2021
Q2 		$15M Sell
1,021,054
-17,100
-2% -$270K 0.57% 52
2021
Q1 		$16.3M Sell
1,038,154
-82,544
-7% -$1.14M 0.67% 45
2020
Q4 		$13.3M Sell
1,120,698
-4,790
-0.4% -$50.3K 0.58% 53
2020
Q3 		$10.5M Buy
1,125,488
+27,950
+3% +$267K 0.51% 61
2020
Q2 		$10.7M Buy
1,097,538
+14,900
+1% +$146K 0.55% 58
2020
Q1 		$10.5M Sell
1,082,638
-5,447
-0.5% -$71.4K 0.64% 51
2019
Q4 		$17.3M Sell
1,088,085
-111,789
-9% -$1.79M 0.83% 42
2019
Q3 		$18.2M Sell
1,199,874
-21,240
-2% -$302K 0.94% 35
2019
Q2 		$18.3M Sell
1,221,114
-3,057
-0.2% -$46.3K 0.96% 36
2019
Q1 		$18.9M Sell
1,224,171
-21,300
-2% -$328K 1.01% 33
2018
Q4 		$16.5M Sell
1,245,471
-5,385
-0.4% -$80.7K 1% 33
2018
Q3 		$20.4M Sell
1,250,856
-4,050
-0.3% -$64.9K 1.06% 33
2018
Q2 		$18.3M Sell
1,254,906
-14,095
-1% -$234K 1.03% 32
2018
Q1 		$22.3M Sell
1,269,001
-53,654
-4% -$911K 1.26% 21
2017
Q4 		$19M Buy
1,322,655
+465,325
+54% +$6.61M 1.04% 29
2017
Q3 		$12.6M Sell
857,330
-225,893
-21% -$3.08M 0.76% 49
2017
Q2 		$13.9M Sell
1,083,223
-368,255
-25% -$5.13M 0.87% 38
2017
Q1 		$20M Sell
1,451,478
-7,682
-0.5% -$103K 1.28% 22
2016
Q4 		$19.6M Sell
1,459,160
-9,196
-0.6% -$123K 1.31% 22
2016
Q3 		$19.4M Hold
1,468,356
– – 1.31% 22
2016
Q2 		$15.6M Sell
1,468,356
-20,301
-1% -$207K 1.08% 28
2016
Q1 		$15.3M Sell
1,488,657
-5,800
-0.4% -$48.6K 1.04% 30
2015
Q4 		$13.2M Buy
+1,494,457
New +$12.5M 0.9% 33

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
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

Clifford Swan Investment Counsel's HPE Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Hewlett Packard (HPE) stake by 1.7% in Q1 2026, selling an estimated $222K and leaving 593,758 shares worth $14.1M. The position accounts for 0.48% of the portfolio, ranked #60.

Clifford Swan Investment Counsel first reported a position in HPE in Q4 2015 and has held it in 42 quarters since. The position peaked at $22.3M in Q1 2018. 1,115 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Clifford Swan Investment Counsel held 593,758 shares of Hewlett Packard worth $14.1M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 10,000 Hewlett Packard shares in Q1 2026, an estimated $222K.
  • Hewlett Packard made up 0.48% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #60 holding.
  • Clifford Swan Investment Counsel first reported a position in Hewlett Packard in Q4 2015 and has held it in 42 quarters since.
  • Clifford Swan Investment Counsel's Hewlett Packard position peaked at $22.3M in Q1 2018.
  • 1,115 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.