Heritage Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Heritage 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	$9.52K	Hold	400	–	–	﹤0.01%	522
2025 Q4	$9.61K	Hold	400	–	–	﹤0.01%	457
2025 Q3	$9.82K	Hold	400	–	–	﹤0.01%	430
2025 Q2	$8.18K	Hold	400	–	–	﹤0.01%	434
2025 Q1	$6.17K	Hold	400	–	–	﹤0.01%	444
2024 Q4	$8.54K	Hold	400	–	–	﹤0.01%	457
2024 Q3	$8.18K	Hold	400	–	–	﹤0.01%	449
2024 Q2	$8.47K	Hold	400	–	–	﹤0.01%	430
2024 Q1	$7.09K	Hold	400	–	–	﹤0.01%	455
2023 Q4	$6.79K	Hold	400	–	–	﹤0.01%	471
2023 Q3	$6.95K	Hold	400	–	–	﹤0.01%	427
2023 Q2	$6.72K	Hold	400	–	–	﹤0.01%	452
2023 Q1	$6.37K	Hold	400	–	–	﹤0.01%	463
2022 Q4	$6.38K	Hold	400	–	–	﹤0.01%	472
2022 Q3	$4.79K	Hold	400	–	–	﹤0.01%	454
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	490
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	453
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	473
2021 Q3	$5.7K	Hold	400	–	–	﹤0.01%	468
2021 Q2	$5.83K	Buy	+400	New	+$6.32K	﹤0.01%	472
2021 Q1	–	Sell	-120	Closed	-$1K	–	578
2020 Q4	$1K	Sell	120 -196	-62%	-$2.06K	﹤0.01%	528
2020 Q3	$2.96K	Buy	+316	New	+$3.02K	﹤0.01%	441
2020 Q1	–	Sell	-270	Closed	-$4.28K	–	503
2019 Q4	$4.28K	Buy	+270	New	+$4.31K	﹤0.01%	451
2019 Q2	–	Sell	-214	Closed	-$3.3K	–	466
2019 Q1	$3.3K	Hold	214	–	–	﹤0.01%	397
2018 Q4	$2K	Hold	214	–	–	﹤0.01%	359
2018 Q3	$3K	Buy	+214	New	+$3.43K	﹤0.01%	342

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

Heritage Wealth Advisors's HPE Position: Q1 2026 in Review

Heritage Wealth Advisors held its Hewlett Packard (HPE) position steady in Q1 2026 at 400 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Heritage Wealth Advisors first reported a position in HPE in Q3 2018 and has held it in 26 quarters since. The position peaked at $9.82K in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

Heritage Wealth Advisors held 400 shares of Hewlett Packard worth $9.52K as of Q1 2026.
Heritage Wealth Advisors left its Hewlett Packard share count unchanged in Q1 2026.
Hewlett Packard made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #522 holding.
Heritage Wealth Advisors first reported a position in Hewlett Packard in Q3 2018 and has held it in 26 quarters since.
Heritage Wealth Advisors's Hewlett Packard position peaked at $9.82K in Q3 2025.
1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.