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Ferguson Wellman Capital Management’s Hewlett Packard HPE Stock Holding History

Ferguson Wellman Capital Management’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 		$241K Buy
+3,779
New +$200K ﹤0.01% 395
2021
Q2 		– Sell
-10,496
Closed -$165K – 347
2021
Q1 		$165K Hold
10,496
– – 0.01% 320
2020
Q4 		$124K Buy
+10,496
New +$110K ﹤0.01% 361
2020
Q3 		– Sell
-10,096
Closed -$98K – 350
2020
Q2 		$98K Buy
+10,096
New +$99.1K ﹤0.01% 325
2020
Q1 		– Sell
-12,588
Closed -$200K – 330
2019
Q4 		$200K Sell
12,588
-2,400
-16% -$38.3K 0.01% 348
2019
Q3 		$227K Buy
14,988
+4,880
+48% +$69.4K 0.01% 330
2019
Q2 		$151K Hold
10,108
– – 0.01% 327
2019
Q1 		$156K Hold
10,108
– – 0.01% 338
2018
Q4 		$134K Hold
10,108
– – 0.01% 329
2018
Q3 		$165K Sell
10,108
-728
-7% -$11.7K 0.01% 339
2018
Q2 		$158K Buy
10,836
+682
+7% +$11.3K 0.01% 339
2018
Q1 		$178K Buy
10,154
+46
+0.5% +$781 0.01% 339
2017
Q4 		$145K Hold
10,108
– – 0.01% 346
2017
Q3 		$149K Sell
10,108
-2,921
-22% -$39.8K 0.01% 333
2017
Q2 		$168K Sell
13,029
-6,083
-32% -$84.7K 0.01% 330
2017
Q1 		$197K Sell
19,112
-2,066
-10% -$27.8K 0.01% 334
2016
Q4 		$285K Buy
21,178
+862
+4% +$11.5K 0.01% 285
2016
Q3 		$269K Sell
20,316
-30
-0.1% -$370 0.01% 273
2016
Q2 		$216K Buy
20,346
+30
+0.1% +$305 0.01% 301
2016
Q1 		$209K Sell
20,316
-270
-1% -$2.26K 0.01% 302
2015
Q4 		$182K Buy
+20,586
New +$172K 0.01% 318

Other funds holding HPE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Ferguson Wellman Capital Management's HPE Position: Q3 2026 in Review

Ferguson Wellman Capital Management opened a new position in Hewlett Packard (HPE) in Q3 2026: 3,779 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in HPE as recently as Q1 2021.

Ferguson Wellman Capital Management first reported a position in HPE in Q4 2015 and has held it in 21 quarters since. The position peaked at $285K in Q4 2016. 72 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • Ferguson Wellman Capital Management held 3,779 shares of Hewlett Packard worth $241K as of Q3 2026.
  • Hewlett Packard was a new Ferguson Wellman Capital Management position in Q3 2026.
  • Hewlett Packard made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #395 holding.
  • Ferguson Wellman Capital Management first reported a position in Hewlett Packard in Q4 2015 and has held it in 21 quarters since.
  • Ferguson Wellman Capital Management's Hewlett Packard position peaked at $285K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.