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Global Wealth Strategies & Associates’s Hewlett Packard HPE Stock Holding History

Global Wealth Strategies & Associates’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
-684
Closed -$16.4K – 571
2025
Q4 		$16.4K Hold
684
– – ﹤0.01% 259
2025
Q3 		$16.8K Hold
684
– – ﹤0.01% 238
2025
Q2 		$14K Hold
684
– – ﹤0.01% 195
2025
Q1 		$10.6K Hold
684
– – ﹤0.01% 254
2024
Q4 		$14.6K Hold
684
– – ﹤0.01% 193
2024
Q3 		$14K Hold
684
– – ﹤0.01% 170
2024
Q2 		$14.5K Sell
684
-25
-4% -$461 0.01% 144
2024
Q1 		$12.6K Hold
709
– – ﹤0.01% 164
2023
Q4 		$12K Hold
709
– – 0.01% 152
2023
Q3 		$12.3K Hold
709
– – 0.01% 146
2023
Q2 		$11.9K Hold
709
– – 0.01% 152
2023
Q1 		$11.3K Hold
709
– – 0.01% 150
2022
Q4 		$11.3K Buy
+709
New +$10.5K 0.01% 142

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

Global Wealth Strategies & Associates's HPE Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Hewlett Packard (HPE) in Q1 2026, closing a stake of 684 shares — an estimated $16.4K sold.

Global Wealth Strategies & Associates first reported a position in HPE in Q4 2022 and held it in 13 quarters. The position peaked at $16.8K in Q3 2025. 1,118 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Hewlett Packard position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 684 Hewlett Packard shares in Q1 2026, an estimated $16.4K.
  • Global Wealth Strategies & Associates first reported a position in Hewlett Packard in Q4 2022 and held it in 13 quarters.
  • Global Wealth Strategies & Associates's Hewlett Packard position peaked at $16.8K in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.