D.L. Carlson Investment Group’s Hewlett Packard HPE Stock Holding History

D.L. Carlson 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
2026 Q1	$6.06M	Sell	254,574 -10,228	-4%	-$227K	1.04%	25
2025 Q4	$6.36M	Sell	264,802 -54,107	-17%	-$1.27M	1.07%	23
2025 Q3	$7.83M	Buy	318,909 +1,098	+0.3%	+$24.3K	1.31%	16
2025 Q2	$6.5M	Sell	317,811 -8,287	-3%	-$139K	1.18%	19
2025 Q1	$5.03M	Sell	326,098 -16,897	-5%	-$336K	0.97%	26
2024 Q4	$7.32M	Sell	342,995 -3,817	-1%	-$80.6K	1.31%	17
2024 Q3	$7.1M	Sell	346,812 -73,936	-18%	-$1.41M	1.28%	15
2024 Q2	$8.91M	Sell	420,748 -2,704	-0.6%	-$49.8K	1.72%	12
2024 Q1	$7.51M	Buy	+423,452	New	+$6.88M	1.47%	13

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

D.L. Carlson Investment Group's HPE Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its Hewlett Packard (HPE) stake by 3.9% in Q1 2026, selling an estimated $227K and leaving 254,574 shares worth $6.06M. The position accounts for 1.04% of the portfolio, ranked #25.

D.L. Carlson Investment Group first reported a position in HPE in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.91M in Q2 2024. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

D.L. Carlson Investment Group held 254,574 shares of Hewlett Packard worth $6.06M as of Q1 2026.
D.L. Carlson Investment Group sold 10,228 Hewlett Packard shares in Q1 2026, an estimated $227K.
Hewlett Packard made up 1.04% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #25 holding.
D.L. Carlson Investment Group first reported a position in Hewlett Packard in Q1 2024 and has held it in 9 quarters since.
D.L. Carlson Investment Group's Hewlett Packard position peaked at $8.91M in Q2 2024.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.