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Garton & Associates Financial Advisors’s Hewlett Packard HPE Stock Holding History

Garton & Associates Financial 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 		– Sell
-133
Closed -$3.2K – 371
2025
Q4 		$3.2K Buy
+133
New +$3.13K ﹤0.01% 1056

Other funds holding HPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Garton & Associates Financial Advisors's HPE Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 133 shares — an estimated $3.2K sold.

Garton & Associates Financial Advisors first reported a position in HPE in Q4 2025 and held it in 1 quarter. The position peaked at $3.2K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 133 Hewlett Packard shares in Q1 2026, an estimated $3.2K.
  • Garton & Associates Financial Advisors first reported a position in Hewlett Packard in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Hewlett Packard position peaked at $3.2K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.