Forvis Mazars Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Forvis Mazars 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	$327K	Buy	13,724 +1,423	+12%	+$31.5K	0.01%	344
2025 Q4	$295K	Sell	12,301 -315	-2%	-$7.42K	0.01%	354
2025 Q3	$310K	Sell	12,616 -111	-0.9%	-$2.45K	0.01%	347
2025 Q2	$260K	Buy	12,727 +47	+0.4%	+$788	0.01%	363
2025 Q1	$196K	Buy	12,680 +652	+5%	+$13K	﹤0.01%	385
2024 Q4	$257K	Buy	12,028 +1,468	+14%	+$31K	0.01%	389
2024 Q3	$216K	Buy	10,560 +20	+0.2%	+$382	0.01%	416
2024 Q2	$223K	Hold	10,540	–	–	0.01%	385
2024 Q1	$187K	Sell	10,540 -788	-7%	-$12.8K	﹤0.01%	389
2023 Q4	$192K	Buy	11,328 +568	+5%	+$9.26K	0.01%	378
2023 Q3	$187K	Sell	10,760 -200	-2%	-$3.44K	0.01%	378
2023 Q2	$184K	Buy	+10,960	New	+$168K	0.01%	398

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

Forvis Mazars Wealth Advisors's HPE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Hewlett Packard (HPE) stake by 12% in Q1 2026, buying an estimated $31.5K and bringing the position to 13,724 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #344.

Forvis Mazars Wealth Advisors first reported a position in HPE in Q2 2023 and has held it in 12 quarters since. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Forvis Mazars Wealth Advisors held 13,724 shares of Hewlett Packard worth $327K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 1,423 Hewlett Packard shares in Q1 2026, an estimated $31.5K.
Hewlett Packard made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #344 holding.
Forvis Mazars Wealth Advisors first reported a position in Hewlett Packard in Q2 2023 and has held it in 12 quarters since.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.