EWA
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EverSource Wealth Advisors’s Hewlett Packard HPE Stock Holding History

EverSource Wealth 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 		$631K Buy
26,485
+8,342
+46% +$185K 0.02% 512
2025
Q4 		$436K Buy
18,143
+2,214
+14% +$52.2K 0.02% 585
2025
Q3 		$391K Buy
15,929
+653
+4% +$14.4K 0.02% 599
2025
Q2 		$312K Buy
15,276
+4,826
+46% +$80.9K 0.01% 650
2025
Q1 		$161K Buy
10,450
+3,126
+43% +$62.2K 0.01% 737
2024
Q4 		$156K Buy
7,324
+1,442
+25% +$30.4K 0.01% 753
2024
Q3 		$120K Sell
5,882
-888
-13% -$17K 0.01% 733
2024
Q2 		$135K Sell
6,770
-36
-0.5% -$664 0.01% 694
2024
Q1 		$116K Buy
6,806
+626
+10% +$10.2K 0.01% 655
2023
Q4 		$105K Buy
6,180
+481
+8% +$7.84K 0.01% 622
2023
Q3 		$99K Sell
5,699
-19
-0.3% -$327 0.01% 571
2023
Q2 		$96.1K Buy
5,718
+62
+1% +$948 0.01% 594
2023
Q1 		$90.1K Sell
5,656
-12,096
-68% -$190K 0.01% 570
2022
Q4 		$283K Sell
17,752
-1,785
-9% -$26.3K 0.04% 292
2022
Q3 		$234K Sell
19,537
-100
-0.5% -$1.36K 0.05% 277
2022
Q2 		$260K Buy
19,637
+15,591
+385% +$236K 0.07% 229
2022
Q1 		$68K Hold
4,046
– – 0.02% 414
2021
Q4 		$64K Buy
+4,046
New +$61K 0.02% 376

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

EverSource Wealth Advisors's HPE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Hewlett Packard (HPE) stake by 46% in Q1 2026, buying an estimated $185K and bringing the position to 26,485 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #512.

EverSource Wealth Advisors first reported a position in HPE in Q4 2021 and has held it in 18 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • EverSource Wealth Advisors held 26,485 shares of Hewlett Packard worth $631K as of Q1 2026.
  • EverSource Wealth Advisors bought 8,342 Hewlett Packard shares in Q1 2026, an estimated $185K.
  • Hewlett Packard made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #512 holding.
  • EverSource Wealth Advisors first reported a position in Hewlett Packard in Q4 2021 and has held it in 18 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

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