First Foundation Advisors
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First Foundation Advisors’s Hewlett Packard HPE Stock Holding History

First Foundation 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
Q3 		$230K Buy
+3,601
New +$191K 0.01% 336
2021
Q2 		– Sell
-11,502
Closed -$181K – 457
2021
Q1 		$181K Sell
11,502
-567
-5% -$7.85K 0.01% 402
2020
Q4 		$143K Buy
12,069
+1,313
+12% +$13.8K 0.01% 399
2020
Q3 		$101K Buy
10,756
+451
+4% +$4.31K ﹤0.01% 363
2020
Q2 		$100K Buy
+10,305
New +$101K 0.01% 346

Other funds holding HPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

First Foundation Advisors's HPE Position: Q3 2026 in Review

First Foundation Advisors opened a new position in Hewlett Packard (HPE) in Q3 2026: 3,601 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in HPE as recently as Q1 2021.

First Foundation Advisors first reported a position in HPE in Q2 2020 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold HPE as of Q3 2026.

  • First Foundation Advisors held 3,601 shares of Hewlett Packard worth $230K as of Q3 2026.
  • Hewlett Packard was a new First Foundation Advisors position in Q3 2026.
  • Hewlett Packard made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #336 holding.
  • First Foundation Advisors first reported a position in Hewlett Packard in Q2 2020 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.