Elevation Wealth Partners’s Hewlett Packard HPE Stock Holding History

Elevation Wealth Partners’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 Q3	$1.42M	Sell	22,182 -312	-1%	-$16.5K	0.4%	42
2026 Q2	$1.01M	Hold	22,494	–	–	0.3%	48
2026 Q1	$536K	Sell	22,494 -24	-0.1%	-$532	0.19%	70
2025 Q4	$541K	Hold	22,518	–	–	0.19%	70
2025 Q3	$553K	Buy	22,518 +24	+0.1%	+$531	0.2%	72
2025 Q2	$460K	Hold	22,494	–	–	0.18%	75
2025 Q1	$347K	Hold	22,494	–	–	0.15%	79
2024 Q4	$480K	Hold	22,494	–	–	0.2%	70
2024 Q3	$460K	Sell	22,494 -250	-1%	-$4.78K	0.2%	73
2024 Q2	$481K	Buy	22,744 +250	+1%	+$4.61K	0.23%	70
2024 Q1	$399K	Hold	22,494	–	–	0.2%	76
2023 Q4	$391K	Hold	22,494	–	–	0.23%	74
2023 Q3	$391K	Hold	22,494	–	–	0.34%	39
2023 Q2	$378K	Hold	22,494	–	–	0.32%	43
2023 Q1	$358K	Buy	+22,494	New	+$353K	0.33%	42

Other funds holding HPE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's HPE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Hewlett Packard (HPE) stake by 1.4% in Q3 2026, selling an estimated $16.5K and leaving 22,182 shares worth $1.42M. The position accounts for 0.4% of the portfolio, ranked #42.

Elevation Wealth Partners first reported a position in HPE in Q1 2023 and has held it in 15 quarters since. 501 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

Elevation Wealth Partners held 22,182 shares of Hewlett Packard worth $1.42M as of Q3 2026.
Elevation Wealth Partners sold 312 Hewlett Packard shares in Q3 2026, an estimated $16.5K.
Hewlett Packard made up 0.4% of Elevation Wealth Partners's portfolio in Q3 2026, its #42 holding.
Elevation Wealth Partners first reported a position in Hewlett Packard in Q1 2023 and has held it in 15 quarters since.
501 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.